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?
it's not for new FADP
it's for MENA region based in UBS geneva
Source URL:https://www.wealthmanagement.com/forums/rookies-trainees/ubs-interview-business-proposal