UBS interview - business proposal
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
Is this for the New Financial Advisor Development Program? What market are you in?