Practice 35 UBS Wealth Management interview questions covering client relationships, market insights, and wealth advisory expertise.
Question 5 of 35
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Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
There are many resources in the wealth management industry, but the interviewer needs to know that you follow and take advice from only the best. In an online world where you can find any information you need, how do you ensure that your industry knowledge is up to date and informed by solid resources? Mention the reputable information sources that you depend on, share any recent developments you've learned about to stoke conversation, and feel free to ask the interviewer to share what sources they tap into. Asking for recommendations could break the ice and open up a memorable conversation.

Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"I rely on a variety of resources to ensure that I get a broad scope of opinion and information. The sources that I rely on most include opinion pieces published on LinkedIn by my professional network, as well as online publications such as The Economist and Financial Advisor Magazine. If you have some resources to recommend, I would love to hear!"

Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"The resources that I am most familiar with include Kiplinger, Forbes, and The Financial Advisor Magazine. It's important to me, as I grow my career in wealth management that I remain in-the-know but only through highly reputable resources. I am all ears if you have any reading and resource recommendations."

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To stay aware of the current market, I read newspapers online such as Washington Post, The Economist, and I listen to conferences and workshops.

Rachelle's Feedback
Great! You show the interviewer that you lean on reputable sources while remaining active and up-to-date in your industry.
Prepare for UBS interviewers who assess financial acumen and client-first thinking.
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Written by Rachelle Enns
35 Questions & Answers • UBS Wealth Management

By Rachelle

By Rachelle