UBS Assessment Preparation: A Comprehensive Guide

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Preparation is key to acing the UBS assessment. To start, you'll need to familiarize yourself with the UBS assessment format, which typically consists of a combination of online tests and in-person interviews.

The online tests are designed to assess your technical skills and knowledge in areas such as finance, accounting, and economics. You can expect to see a range of questions, from multiple-choice to case studies.

To prepare, focus on reviewing your knowledge in these areas and practicing your problem-solving skills. The UBS assessment is not just about getting the right answer, but also about how you approach the questions and communicate your thought process.

A good understanding of the UBS culture and values is also essential. You can expect to be asked behavioral questions that demonstrate how you would fit in with the company's values and work style.

How to Prepare

Preparation is key to feeling confident in the UBS assessments. It's not a long-drawn out process, and many of the tips can be done easily without any cost to you other than your time.

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You can prepare for UBS assessments using online UBS assessment practice tests, test preparation websites, and resources on UBS's recruitment page.

Familiarize yourself with the types of questions and scenarios you might encounter, such as analytical abilities, problem-solving skills, and cultural fit. These are common components of the UBS Match Assessment.

Practice logical reasoning tests and numerical assessments to hone your analytical skills. You can also participate in group activities or workshops that emphasize teamwork, communication, and adaptability.

Research UBS thoroughly to understand the company's core values and recent initiatives. This will give you context for your answers and show that you're genuinely interested in the firm.

Time management is crucial, so allocate specific periods for different types of preparation, such as analytical practice sessions, research, and soft skills enhancement. This balanced approach ensures you're well-rounded in all assessment areas.

Take care of your mental and physical well-being by getting plenty of rest before the assessment day and practicing stress-reducing techniques like deep breathing or mindfulness.

Assessment Types

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The UBS assessment is a multi-stage process that evaluates your skills and abilities. The SHL Numerical Reasoning Test is one of the stages, which assesses your ability to analyze vast amounts of data and statistics.

The test presents numerical information in the form of charts, tables, and graphs, and you need to find the correct answer from multiple choices given. You'll be given a set of questions to answer within a certain time frame.

The assessment centre has different stages, which include the SHL Numerical Test, Presentation, Interview, and Group Exercise.

What Are the UBS Assessment Questions

The UBS assessment questions are designed to test your logical reasoning skills, and they come in two main types: inductive and deductive reasoning. You'll be presented with a series of objects, shapes, and patterns to analyze and identify the missing sequence.

For inductive reasoning, you'll be given 9 objects that follow a governing rule, except for one. Your task is to identify which object doesn't belong to the pattern. The difficulty level increases as you progress, with 20 items in total.

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Inductive reasoning questions follow a specific pattern, such as one line, one line, two lines, or shapes containing a second shape that fits entirely inside of it. For example, in the sequence with shapes, the rule is that all shapes must contain a second shape that fits entirely inside of it.

Deductive reasoning questions involve a grid with shapes and blank squares. You'll be given a series of answer options, and you need to determine which figure fits the square with a question mark. The difficulty level increases as you progress, and you'll need to analyze the grid carefully to find the correct answer.

Here are some examples of deductive reasoning questions:

  • If the question mark is in the third column, which has three out of the four items: cross, star, and triangle, the correct answer is the circle.
  • If the question mark is in the first column, which has two missing shapes: cross and triangle, the correct answer is the triangle.

You'll have 30 seconds to answer each question, so you'll need to analyze and understand things quickly to answer correctly.

How Administered

Administered assessments are a straightforward process. Both UBS assessments are computerised, multiple-choice tests.

You'll typically take these tests at a testing centre or UBS offices. Make sure to remember the date and time you're scheduled to attend.

Don't forget to bring proof of identity with you, as well as any other documents requested.

Are the Timed

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The timed assessment is a challenging part of the UBS hiring process. You'll need to answer 30 questions within 19 minutes in the SHL Verbal Reasoning Test.

In other timed tasks, like the UBS Assessment Centre, you'll have 10 minutes to read a case study document before making a 10-minute presentation to assessors.

You'll also have 10 minutes to read information and 30 minutes to come up with a solution to a problem in a group project.

SHL Numerical

The SHL Numerical test is a timed assessment that evaluates your ability to work with vast amounts of data and statistics. You'll be given charts, tables, and graphs, and you'll need to find the correct answer from multiple choices.

The test is part of the UBS recruitment process, and you'll be invited to the assessment centre if you succeed in the previous stages. The centre will have different stages, including the SHL Numerical Test, Presentation, Interview, and Group Exercise.

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You'll have to work quickly and accurately, as the test is timed and you'll be assessed on your ability to solve mathematical questions covering data interpretation, percentages, fractions, financial mathematics, and logic.

Here are some key facts to keep in mind:

  • The test is timed, with 18 minutes to answer as many questions as possible.
  • Even if you're unsure about an answer, it's better to select something rather than leaving it blank.
  • You'll be assessed on your ability to solve mathematical questions, including data interpretation, percentages, and financial mathematics.

It's essential to prepare for the SHL Numerical test by familiarizing yourself with the test format and types of questions included. This will help you increase your speed and accuracy, and ultimately, your chances of progressing to the next stage of the recruitment process.

Post-Steps

After completing an assessment, take a moment to reflect on your performance and identify areas where you excelled and those that need improvement.

This reflection is crucial as it helps you prepare for potential follow-up interviews. It's also a great opportunity to brush up on your knowledge about the company's culture, recent news, and industry trends.

Following the assessment, send a thank-you email to your interviewer, expressing gratitude for the opportunity and reiterating your enthusiasm for the position. This shows professionalism and keeps you fresh in their minds.

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Keep track of all communications and deadlines, as missing an email or a due date could hurt your chances. It's essential to stay organized and on top of things.

If you haven't heard back within the expected timeframe, send a polite follow-up email. This demonstrates your continued interest and keeps the lines of communication open.

Culture and Values

UBS values integrity, which means doing the right thing even when it's hard, being honest and transparent in all dealings, and taking responsibility for actions.

The company prioritizes collaboration, encouraging teamwork and diverse perspectives to drive innovative solutions. This is essential for achieving the firm's goals.

UBS values excellence, striving for the highest quality in work, continuously seeking improvement, and delivering outstanding results. This isn't about perfection, but about being relentless in being the best.

The company also champions sustainability, considering the long-term impact of actions on society and the environment. This underscores their commitment to responsible business practices.

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Here are the 9 core values and competencies that UBS looks for in a candidate:

  • UBS Pillars: Capital strength, Simplification and efficiency, and Risk management.
  • UBS Principles: Client centricity, Connectivity, and Sustainable impact.
  • UBS Behaviors: Accountability with integrity, Collaboration, and Innovation.

Understanding these core values will help you align yourself with UBS's expectations and excel in your assessment.

Understanding Culture

UBS prides itself on principles like integrity, collaboration, and innovation. These values aren't just words on a mission statement; they're actively embodied in everyday practices.

Integrity at UBS means doing the right thing, even when it's hard. You're expected to be honest and transparent in all your dealings. This isn't just for compliance but to build trust within the team and with clients.

Collaboration is another cornerstone. UBS believes in teamwork and values different perspectives. You'll be encouraged to share ideas and work together to achieve common goals.

Innovation is also key. UBS understands that staying ahead in the financial industry requires constant evolution. You're encouraged to think creatively and bring new solutions to the table.

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UBS has 9 core values and competencies, which are categorized into three main areas: UBS Pillars, Principles, and Behaviors.

By understanding these core values, you'll be able to align yourself with UBS's expectations and excel in your Match Assessment. This will also help you to build trust within the team and with clients.

Centre

The assessment centre at UBS is a key part of the recruitment process. It commonly comprises two exercises.

You'll be set a task to complete and assessed on your ability to communicate and work well as part of a team in the group exercise.

It's essential to approach the task with confidence and have a presence within the group, offering ideas and asking insightful or pertinent questions. Don't worry if you're quieter by nature - it's not the loudest voices that impress the most, but individuals who work well as a team and bring out the best in their colleagues.

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You'll also have the opportunity to showcase your presentation skills in the second task. Ensure you can match your body language and tone to the task in hand and be prepared to answer questions on the content of your presentation.

The assessment centre day will feature a final interview, where you'll need to display a level of knowledge of the area you want to go into and of UBS's history and future direction.

Tips and Strategies

To prepare effectively for the UBS assessment, familiarize yourself with the types of questions and scenarios you might encounter, which often assess analytical abilities, problem-solving skills, and cultural fit.

Research UBS thoroughly to understand their core values and recent initiatives, which will give you context for your answers and show that you're genuinely interested in the firm.

Practice logical reasoning tests and numerical assessments, and participate in group activities or workshops that emphasize teamwork, communication, and adaptability.

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Take care of your mental and physical well-being by getting plenty of rest before the assessment day and practicing stress-reducing techniques like deep breathing or mindfulness.

Use online UBS assessment practice tests, test preparation websites, and resources on UBS's recruitment page to prepare for the assessments.

Role-playing exercises can help you practice responding to situational questions confidently, and real-life examples can provide concrete insights into how UBS employees have successfully navigated similar situations.

Don't underestimate the importance of preparation, and avoid generic responses that show a lack of genuine interest and effort.

Preparation Strategies

To prepare for the UBS assessment tests, it's essential to familiarize yourself with the types of questions and scenarios you might encounter. UBS often assesses analytical abilities, problem-solving skills, and cultural fit.

Practice logical reasoning tests and numerical assessments, as these are common components. You can use online UBS assessment practice tests, test preparation websites, and resources on UBS's recruitment page to prepare.

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Honing your soft skills is also crucial, as UBS values teamwork, communication, and adaptability. Participate in group activities or workshops that emphasize these areas, and role-playing exercises can help you practice responding to situational questions confidently.

Researching UBS thoroughly will give you context for your answers and show that you're genuinely interested in the firm. Understanding the company's core values and recent initiatives will help you prepare.

Time management is key to effective preparation. Allocate specific periods for different types of preparation, such as analytical practice sessions, research, and soft skills enhancement. This balanced approach ensures you're well-rounded in all assessment areas.

Taking care of your mental and physical well-being is also vital. Get plenty of rest before the assessment day, and practice stress-reducing techniques like deep breathing or mindfulness to help you perform at your best.

Here's a breakdown of the essential preparation strategies:

  • Practice logical reasoning tests and numerical assessments
  • Participate in group activities or workshops to enhance soft skills
  • Research UBS thoroughly to understand its core values and initiatives
  • Allocate specific periods for different types of preparation
  • Take care of your mental and physical well-being

Behavioral Interview Tips

Familiarize yourself with the STAR method to structure your responses clearly and concisely. This framework helps you break down your experiences into Situation, Task, Action, and Result.

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Be honest and specific in your answers, as vague responses won't impress the interviewer. Provide concrete examples that showcase your achievements and learnings.

Active listening is crucial during behavioral interviews. Make sure you understand the question fully before responding, and don't hesitate to ask for clarification if needed.

Practice common behavioral questions, such as describing a time you faced a significant challenge at work or a situation where you worked under pressure. Your answers should highlight your problem-solving skills, adaptability, and ability to thrive in a fast-paced environment.

Maintain a positive demeanor during the interview, as enthusiasm and confidence can make a lasting impression.

Real-Life Examples

Daily stand-up meetings can be a game-changer for team alignment and efficiency, as seen in a UBS team that met their tight deadline and exceeded client expectations.

Initiating regular meetings can help ensure everyone is on the same page and working towards a common goal. This approach can significantly improve morale and productivity.

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Redistributing tasks based on team members' strengths can also improve efficiency and morale, as a UBS team discovered when they reallocated tasks and met their deadline.

Attention to detail is crucial in finance, as a UBS analyst learned when they flagged a significant error in a financial report that could have led to substantial financial losses.

Accountability and integrity are essential values in any organization, and speaking up when you notice something is off can have a major impact, as the UBS analyst's diligence did.

Leveraging your network can be a powerful way to help others, as a UBS associate demonstrated when they connected a struggling client with industry experts and provided tailored solutions.

By working together and looking out for one another, we can achieve great things, just like the UBS team that met their deadline and exceeded client expectations.

Application Process

The UBS application process is a multi-stage affair, and it's not for the faint of heart. It can take months to complete, not weeks, so be prepared to put in the time and effort.

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The first stage is to complete an online application form, which will ask for your basic personal info, education, work experience, and skills. You'll submit this form via the UBS job board.

If your application passes the initial screening, you'll be invited to complete two online psychometric tests: a numerical reasoning test and UBS's Cultural Appraiser test. These tests are used to streamline the applicant pool and ensure you have the required skills and aptitude.

Here's a breakdown of the UBS application process:

  1. Online Application
  2. Numerical Reasoning Test
  3. Cultural Appraiser Test
  4. Video Interview
  5. Assessment Centre

It's essential to prepare well for each round, as a poor performance can prevent you from moving on to the next stage. The video or telephone interview, and the in-person interview at the assessment centre, are both crucial parts of the process.

Passing the Assessment

To pass the UBS assessment, you need to score at least 60% overall. This is a relatively high bar, but with preparation and practice, you can reach it.

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The assessment is divided into three sections: Verbal Reasoning, Quantitative Reasoning, and Logical Reasoning. You'll have 60 minutes for each section, with a 10-minute break in between.

Your performance in each section will be evaluated based on the number of correct answers, not the time taken. So, focus on getting the questions right rather than rushing through them.

How to Pass

To pass the assessment, you need to understand its format and content. The assessment typically consists of multiple-choice questions, short-answer questions, and a case study.

A good strategy is to review the assessment format and content in advance. As mentioned in the "Understanding the Assessment" section, the multiple-choice questions will account for 60% of the total marks, while the short-answer questions will account for 20% and the case study for 20%.

To prepare for the multiple-choice questions, make sure to read and understand the provided case studies and examples. The "Case Studies and Examples" section explains how to apply theoretical concepts to real-world scenarios.

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Familiarize yourself with the assessment time limit and the marks allocated to each section. The "Assessment Format and Time Limit" section states that the assessment will last for 2 hours and 30 minutes.

Develop a plan to manage your time effectively during the assessment. Allocate sufficient time for each section and make sure to review your answers before submitting the assessment.

The assessment will be marked based on the clarity and accuracy of your responses. As mentioned in the "Assessment Marking Criteria" section, the markers will assess your ability to apply theoretical concepts to real-world scenarios.

Consequences of Failure

Failing a UBS assessment can have significant consequences for your job application.

In most cases, failing a UBS assessment will be the end of your application process for that particular position.

You'll be able to apply for other roles in the future, but you'll need to retake the assessments for those applications.

Frequently Asked Questions

What are the UBS assessments?

The UBS assessments are online psychometric tests that evaluate your numerical, verbal, and logical reasoning skills. They measure your ability to draw logical conclusions from complex information.

Is UBS online assessment hard?

Our online assessment tests are designed to be challenging but manageable, with users finding them not too difficult to complete. If you're interested in learning more about the assessment process, we invite you to read on.

How to succeed in UBS culture match assessment?

To succeed in the UBS culture match assessment, familiarize yourself with the UBS principles and practice with sample questions to understand what's being measured. Proper practice will help you acquire the necessary skills to pass the test.

What is UBS cultural match assessment?

The UBS cultural match assessment is a tool that evaluates how well you fit in with our company culture and values through realistic, hypothetical work scenarios. It's a chance to demonstrate your alignment with our unique work environment.

What is the UBS cognitive assessment?

The UBS cognitive assessment is a test that evaluates your ability to reason logically and make sound conclusions from complex information. It assesses your numerical and verbal reasoning skills through a series of pattern recognition and logical application exercises.

James Hoeger-Bergnaum

Senior Assigning Editor

James Hoeger-Bergnaum is an experienced Assigning Editor with a proven track record of delivering high-quality content. With a keen eye for detail and a passion for storytelling, James has curated articles that captivate and inform readers. His expertise spans a wide range of subjects, including in-depth explorations of the New York financial landscape.

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