Preparing for an interview at UBS requires a balanced strategy that combines deep self-reflection with rigorous business research. You should not simply memorize answers; instead, focus on developing a structured way of communicating your past achievements and your approach to problem-solving.

Role-Related Knowledge – You must demonstrate a solid understanding of the financial services sector, specifically wealth management and internal consulting methodologies. Interviewers evaluate your familiarity with system improvements, customer journey mapping, and how modern technology drives banking efficiency. Show that you can apply consulting frameworks naturally to banking scenarios.

Problem-Solving Ability – UBS values candidates who approach challenges with analytical rigor and structured thinking. You will be evaluated on how you break down complex issues, utilize data to form hypotheses, and design actionable, real-world solutions. Be prepared to talk through your methodology step-by-step.

Stakeholder Management & Communication – As an internal consultant, your success depends on your ability to build trust and collaborate across divisions. Interviewers look for evidence of strong emotional intelligence, active listening, and the ability to articulate complex ideas clearly to both technical and non-technical audiences.

Culture Fit & Adaptability – UBS operates in a highly dynamic global market, requiring professionals who are resilient, collaborative, and aligned with the bank's core principles of integrity, collaboration, and challenge. You should demonstrate a proactive attitude, a willingness to learn, and the capability to navigate ambiguity successfully.

The interview process for the Consultant position at UBS is thorough, structured, and designed to test both your behavioral fit and your practical consulting capabilities. Candidates generally experience a multi-stage journey that transitions from digital screening to intensive competency evaluations.

The process begins with an online application followed by a digital video interview, typically hosted on the HireVue platform. This stage consists of a series of pre-recorded questions where you have a limited amount of time to prepare and record your answers. The questions here focus heavily on your motivation for joining UBS, your understanding of the role, and standard behavioral competencies.

Candidates who pass the initial screening are invited to a virtual assessment centre or a series of consecutive rounds with team heads. This stage is highly interactive and usually features a blend of competency-based interviews, CV deep dives, and commercial case discussions. You will speak with multiple division heads who will probe your problem-solving methodologies, technical familiarity, and sector knowledge.

The timeline above illustrates the standard progression from your initial application to the final offer. Candidates should use this visual roadmap to pace their preparation, ensuring they transition from high-level behavioral storytelling in the early stages to deep commercial and technical case preparation as they approach the assessment centre.

To succeed in the UBS interview process, you must understand the core areas where candidates are evaluated and prepare to demonstrate mastery in each.

Internal Consulting & Process Improvement

This area assesses your ability to act as an effective change agent within the bank. UBS looks for consultants who can analyze current state operations, identify inefficiencies, and design seamless future-state processes.

Be ready to go over:

• Process Mapping – How to visualize and document workflows to identify redundancies.
• Customer Journey Design – Structuring client touchpoints to improve satisfaction and retention in wealth management.
• Change Management – Frameworks for implementing new systems and ensuring user adoption across global teams.
• Advanced concepts (less common) – Target Operating Model (TOM) design, Agile implementation methodologies in financial services, and lean process optimization.

Example questions or scenarios:

• "Walk me through how you would redesign the onboarding process for a high-net-worth client to reduce processing time by 30%."
• "How do you manage resistance from front-office advisors when introducing a new digital CRM tool?"

Behavioral Competency & Collaboration

Consulting is fundamentally a people-oriented discipline. This evaluation area focuses on how you build relationships, resolve conflicts, and collaborate across diverse global teams.

Be ready to go over:

• Conflict Resolution – Navigating disagreements within project teams or with difficult stakeholders.
• Influencing Skills – Motivating cross-functional partners to align with your project goals.
• Resilience and Adaptability – Handling shifting project scopes, tight deadlines, or unexpected roadblocks.

Example questions or scenarios:

• "Describe a time when you had to deliver bad news to a senior stakeholder regarding a project delay. How did you approach the conversation?"
• "Tell me about a situation where a key team member was not contributing as expected. How did you address it?"

Commercial & Sector Acumen

To provide valuable consulting services to UBS, you must understand the business of banking. This area tests your commercial awareness of the wealth management industry, market trends, and regulatory environments.

Be ready to go over:

• Wealth Management Business Model – How UBS generates revenue and delivers value to clients.
• Fintech and Digital Disruption – Understanding how digital platforms and automation are changing traditional banking.
• Regulatory Frameworks – The impact of compliance, data privacy, and financial regulations on business processes.

Example questions or scenarios:

• "What do you think is the biggest technological challenge facing global wealth managers today?"
• "How would you assess the business viability of integrating a new AI-driven portfolio recommendation tool into our existing advisory workflows?"

As a Consultant at UBS, your day-to-day work will be dynamic, project-based, and highly collaborative. You will act as the connective tissue between business strategies and operational execution.

Your primary responsibility will be leading or contributing to strategic initiatives aimed at system improvements and customer journey enhancements. This involves conducting stakeholder interviews, gathering business requirements, analyzing operational data, and synthesizing your findings into structured recommendations. You will regularly create high-quality presentations and process maps to share with senior leadership.

Collaboration is central to this role. You will work closely with technology teams to ensure that business requirements are accurately translated into technical specifications, and with operations teams to ensure smooth implementation. Additionally, you will monitor project timelines, manage risks, and help track the realization of business benefits post-implementation.