Financial Advisor Trainee - Financial Advisor Trainee bei UBS: Mitarbeiterbewertung

3.0
16. Sept. 2009
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CEO-Befürwortung
Geschäftsprognose

Pros

You will learn a lot and get skills in wealth building and financial planning

Kontras

Getting clients can be tough especially since the firms caters to high and ultra high net-worth clients. UBS wants $1000000 and up investable assets when opening new accounts.

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5.0
7. Juni 2026
Mitarbeiter (anonym)
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CEO-Befürwortung
Geschäftsprognose

Pros

Large, diverse, intense, great culture

Kontras

slow to deliver innovations and takes a long time to navigate through processes

1.0
6. Juni 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

Very minimal pros- you are working in a call center under managers with very little experience.

Kontras

Managers are useless. The greater organization refers to the Wealth Advice Center as the “WAC”… yes…. wack. It has a double meaning and the advisors on the ultra high net worth teams are known to make fun of this call center. Very unserious role.

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