Working at UBS PWM?
Hello,
Does anyone have any insight or thoughts on working as a Client Service Associate on a UBS PWM team? The posting for the role includes more analytical responsibilities than usual UBS CSA postings. So it sounds as if I’d be getting some good experience?
Would appreciate any thoughts or any advice anyone could offer.
Close friends work there its portfolio management; maybe dependent on location but supposedly your portfolio weights and decisions are actually executed.
Interview is entirely behavioral, no client interaction its pretty much the second half of what pwm does.
Thanks for your insight. Do you know anything on what career progression/growth looks like? I’m guessing it would be getting certified then possibly becoming an FA one day if i’m not mistaken. Any opportunities to leverage that experience to lateral to o another UBS divisions down the line?
thebrofessor wondering if you have any advice or insight?
Bumping this
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