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UBS Simulation Interview

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Jul 12, 2007 3:17 pm

So I just had my fourth and final interview with UBS, which included a 4 hour long "day in the life of an F.A." simulator with a company called Fenestrainc. They set you up in a room with a computer and a phone and you make and receive phone calls from "clients" (role played by Fenestra's employees) and they judge you on your phone skills, organization, ability to handle pressure, etc. Then you do a sales presentation to the actual UBS management. Has anyone else done this and what were your thoughts?? What was the outcome of the test and/or your offer from UBS? Does anyone here work for UBS? THANKS!  

Jul 12, 2007 3:49 pm

Jul 12, 2007 4:01 pm

You probably won't find anything using the search because this is a fairly new program they are implementing. I would guess that unless you were a total moron in the role play you should be in good shape. I interviewed with them as well and this was also the final stage which I did not reach. Good luck but I'll think you'll be fine. 

Jul 14, 2007 3:28 pm

[quote=12345]

You probably won't find anything using the search because this is a fairly new program they are implementing. I would guess that unless you were a total moron in the role play you should be in good shape. I interviewed with them as well and this was also the final stage which I did not reach. Good luck but I'll think you'll be fine. 

[/quote]

Let me see if I have this right.  A guy asks about a new step in the UBS interviewing process and you come along and say that you didn't get that far in your interview with them but that unless he's a "total moron" he'll do just fine?

Do you suppose that UBS uses this procedure to weed out the total morons, or might there be an easier and less expensive way to weed out the morons?

Jul 14, 2007 3:39 pm

This is totally new to me, it must only be done in certain regions.  When I interviewed, I went through a phone interview.  Then saw the branch manager and took all the aptitude tests, he then set up a meeting the following week with the training manager.  I went through that interview and they offered a position that day.

I know that some recently hired people I've spoken to didn't have to go through the simulation either.  Although in another branch, they did have to go through the sales presentation.

[quote=Kwalsh9]

So I just had my fourth and final interview with UBS, which included a 4 hour long "day in the life of an F.A." simulator with a company called Fenestrainc. They set you up in a room with a computer and a phone and you make and receive phone calls from "clients" (role played by Fenestra's employees) and they judge you on your phone skills, organization, ability to handle pressure, etc. Then you do a sales presentation to the actual UBS management. Has anyone else done this and what were your thoughts?? What was the outcome of the test and/or your offer from UBS? Does anyone here work for UBS? THANKS!  

[/quote]
Jul 14, 2007 8:25 pm

[quote=Kwalsh9]

So I just had my fourth and final interview with UBS, which included a 4 hour long “day in the life of an F.A.” simulator with a company called Fenestrainc. They set you up in a room with a computer and a phone and you make and receive phone calls from “clients” (role played by Fenestra’s employees) and they judge you on your phone skills, organization, ability to handle pressure, etc. Then you do a sales presentation to the actual UBS management. Has anyone else done this and what were your thoughts?? What was the outcome of the test and/or your offer from UBS? Does anyone here work for UBS? THANKS!  

[/quote]

I work for ML and what you describe sounds exactly like the simulation that I went through.  I suggest that you simply relax and be yourself.  They will throw a lot of things at you and judge how you respond.  My guess is that they observe how you communicate, prioritize tasks, and work under pressure.

I really enjoyed the simulation.  It was exciting and the time passed very quickly.  I wish more of my days were like the simulation.

–WM
Jul 14, 2007 8:49 pm

[quote=WealthManager]

I work for ML and what you describe sounds exactly like the simulation that I went through.  I suggest that you simply relax and be yourself.  They will throw a lot of things at you and judge how you respond.  My guess is that they observe how you communicate, prioritize tasks, and work under pressure.

I really enjoyed the simulation.  It was exciting and the time passed very quickly.  I wish more of my days were like the simulation.

--WM
[/quote]

Do you believe that Merrill used "Phone Sex" to weed out the morons, or to attempt to select the winners?

Jul 14, 2007 10:29 pm

[quote=Devil’sAdvocate]

[quote=WealthManager]

I work for ML and what you describe sounds exactly like the simulation that I went through.  I suggest that you simply relax and be yourself.  They will throw a lot of things at you and judge how you respond.  My guess is that they observe how you communicate, prioritize tasks, and work under pressure.

I really enjoyed the simulation.  It was exciting and the time passed very quickly.  I wish more of my days were like the simulation.

--WM
[/quote]

Do you believe that Merrill used "Phone Sex" to weed out the morons, or to attempt to select the winners?

[/quote]

Is that why I have a phone stuck to my head every day?

Jul 15, 2007 12:57 pm

[quote=Devil’sAdvocate][quote=12345]

You probably won't find anything using the search because this is a fairly new program they are implementing. I would guess that unless you were a total moron in the role play you should be in good shape. I interviewed with them as well and this was also the final stage which I did not reach. Good luck but I'll think you'll be fine. 

[/quote]

Let me see if I have this right.  A guy asks about a new step in the UBS interviewing process and you come along and say that you didn't get that far in your interview with them but that unless he's a "total moron" he'll do just fine?

Do you suppose that UBS uses this procedure to weed out the total morons, or might there be an easier and less expensive way to weed out the morons?

[/quote]

Your softer than a sneaker full of baby sh*t. I made a couple of big mistakes, which I can attribute to being a total or regular moron, whichever you choose. I was merely trying to let this person know that they are in good shape. If I were a betting man I would take the odds that Kwalsh will receive an offer. Now go home and pull the wings off of flies dumba*s.