UBS Wealth Management Mock Interview
Practice 35 UBS Wealth Management interview questions covering client relationships, market insights, and wealth advisory expertise.
Question 9 of 35
What systems and tools do you turn to when performing your job.
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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.
Your interviewer wants to assess what kind of contributions you'd bring to their team and environment. At the same time, exude you'd be adaptable to their way of doing things as well. Familiarize yourself with the basic expectations of UBS Wealth Management's job posting. If you are new to your career, you can talk about any programs that you used in university or during your internship. Highlight your strengths, your flexibility, and that you are easy to work with. If there are aspects of your work-style which have greatly benefited your work in the past and which your coworkers have borrowed and adapted into their style, be sure to highlight this as well.
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.
"First and foremost, I use my CRM all day long, and rely heavily on it when it comes to my pipeline of business and existing client portfolio. I use Capsule because it's a CRM that allows me to share progress with my team, should we be working on larger investment accounts together. Aside from my CRM, I also use email marketing automation software, allowing me to keep my leads warm with an email funnel that I have automated. A new tool that I love is NestEgg Estimator, which is a Google app that takes my client's finances and breaks them down into income, taxes, assets, and debt, better helping me to calculate their needs for retirement. The app allows me to play out various scenarios, such as changes in job, expenses, and spending."
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 have been teaching myself a few new tools, in anticipation for my first job in wealth management. These tools include Salesforce CRM, where I have been taking their free webinars and tutorials. I have used YouTube channels to learn additional tech such as Black Diamond, which is a cloud-based portfolio management platform. I understand that Black Diamond will help me with information aggregation, customizing reports, and other tasks required of me as a junior advisor."
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