UBS interview - business proposal

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Feb 23, 2012 5:53 pm

Hi all, sorry if you have seen this question before, i went for an interview for a client advisor with UBS and I've been asked to develop a business proposal explaining the following: 1- my plan to build a business book/client base 2 - how i will increase NNM yrs 1, 2 and 3 including ROA for each of these years. 3- clients’ profiles and nature of accounts. 4- predictions on transferability 5- who I will target, how I'll reach them and convince them to become UBS clients, etc.
I've been brainstorming on this business plan for days now, and was wondering if someone has a template of a business plan


thank you all in advance

Feb 24, 2012 10:59 am

Is this for the New Financial Advisor Development Program?  What market are you in?

Feb 24, 2012 1:17 pm

it's not for new FADP

it's for MENA region based in UBS geneva