Assessment at UBS

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Jun 10, 2006 8:29 am

Hi!  I am a newbie wannabie, speaking to several b/d's.  UBS wants me to go to its assessment center next week. 

I understand they want to see how a candidate may work/behave in a FA work setting, including conducting a seminar, speaking with prospective clients on the phone, prioritizing things, yada, yada, yada...

Has anyone been through this recently? Your input would be greatly appreciated. 

Jun 12, 2006 3:29 pm

Spikie - I have not seen their assessment, BUT...if you have to prioritize activites under pressure (ancient exercise - but still used) - just make sure you put the 'high revenue' producing activities first.  Any client service activity should be last.  Also - if they ask you if you ever drive over the speed limit - just say you do.  If you say you never speed - the computer increases your 'liar' score.

Jun 12, 2006 4:47 pm

Apprentice--thanks.  I guess I have to cautiously select answers. 

I am married to a trophy wife.  I always drive over the speed limit.  My children are gorgeous.  I floss after every meal. 

Jun 13, 2006 10:50 pm

One of our new trainees did it about 6 weeks ago. It is a day in the life of a F/A. You sit at a desk for four hours, prospects will call you (actors) and you have to try to get a face to face appointment with them. They also send you emails and you have to relpy- eg RSVP to networking events etc.


He said it is pretty easy, just memorize some info about UBS and some talking points about yourself and the importance of financial planning - close the deal.


Hope this helps    Good luck!

Jun 16, 2006 11:47 am

RedJacobs-- I appreciated your input. 

Jun 21, 2006 6:39 pm

Looks like I passed the assessment, despite some mistakes I sure thought I made.  My next step...to close the deal.

Apprentice and RedJacobs, thank you again. 

Jun 21, 2006 7:28 pm
Spikie:

Looks like I passed the assessment, despite some mistakes I sure thought I made.  My next step...to close the deal.

Apprentice and RedJacobs, thank you again. 


I'm about to take the same assessment. What mistakes do you think you might have made?

Jun 21, 2006 7:30 pm

I am about to take the same assessment, and also a Newbie. What mistakes do you think you might have made?

Jun 21, 2006 7:38 pm
Geuchon:

I am about to take the same assessment, and also a Newbie. What mistakes do you think you might have made?



I gave out sign-up sheets to my seminar participants, but forgot to collect them.  I confused the day planner with the monthly action plan.  And many more.  Don't forget to respond to high-priority/urgent emails. 

Good luck.