Wealth Management Apprentice Review
at UBS
Degree Apprenticeship
Business Operations
London, UK
Review Submitted: April 2021
Overall Rating
4.8 /5
The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!
5/5
-
Overview of Role
5/5
-
Skills Development
4.4/5
-
Structure and Support
Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis:
5/5
My day to day role involves administrative tasks on behalf of clients. This includes general contact and mailing updates. I also produce annual review packs for client meetings. I also help with account openings too.
To what extent do you enjoy your programme?
5/5
I think the programme is excellent. The work/study balance is just right and the progression in the role is also fast if you want it to be.
Skills Development
Have you learnt any new skills or developed existing skills?
5/5
Yes I have learnt numerous skills that include better communication, time-keeping skills, knowing how to act and look professional, and skills that include going above and beyond your job title.
Structure and Support
How well organised/structured is your programme?
5/5
Very well - clear what we are working towards, I understand the business and the uni work is also very clear
How much support do you receive from your employer?
5/5
lots, there are many means of support, not just through my manager. I feel I can talk to anyone in the business comfortably, and everyone is always willing to help.
How much support do you receive from your training provider when working towards your qualifications?
4/5
There are plenty of support options, and these are useful when the workload builds up, which it will do sometimes. Also when we approach exam time, tutors and lecturers are there to offer support.
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
4/5
Definitely. When you work with investments everyday its useful to know their purpose and what they are for, and how each one can vary.
Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
4/5
soooo many! there are networks including one for supporting female colleagues, one to help those get back into work after a period of time out, one for BAME colleagues and allies, one for LGBT+ people etc. there are also plenty of work drinks and parties!!
Recommendations & Advice
Would you recommend UBS to a friend?
Yes
Why?
The bank is one of the best in the world - especially when we look at wealth management. the benefits are incredible and most of all the people are great. UBS has a big stake in social issues as well - it is more than just a bank
What tips or advice would you give to others applying to UBS?
be honest, be yourself and be eager!
