Le processus a pris 2 jours. J'ai passé un entretien chez UBS (Greensboro, NC) en sept. 2011
Entretien
Originally interviewed via phone call, then led to one on one meeting. Met with other advisors in the office. After initial interview with the branch manager, interviews with other advisors.
Questions d'entretien [1]
Question 1
Questions were on sales process, lead generation, what your daily schedule would look like. Went over prospecting via networking, cold calling ect
-baseline acumen and ability to run a book, typical interview process, was very pleased.
-most of it was more qualitative and both parties “selling” themselves to one another (FA skill set, team etc. vs UBS scale, tools, internal support teams).
The interview was a series of phone calls with a few different advisors and managers as well as the team that I was potentially going to be hired and joining.
Questions d'entretien [1]
Question 1
They asked me to go through my prospecting process
2 rounds of interviews with training managers, conversational and behavioral mostly. Inquired about previous roles, leadership experience, financial planning knowledge. Training managers want to ensure prospects are willing to learn.