Wealth Management Apprentice Review
at UBS
Degree Apprenticeship
Finance
London
Review Submitted: April 2021
Overall Rating
4.9 /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
4.8/5
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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
Highly interesting, varied role with lots of different tasks to complete on a daily basis. This includes conducting due diligence checks, updating client's details, putting together meeting packs, client interaction via phone/email and generating spreadsheets/account valuations. The role also includes ongoing projects and taking part in meetings.
To what extent do you enjoy your programme?
5/5
The programme is highly enjoyable - as mentioned above, the role is extremely varied and there is the opportunity to try out a variety of activities. In addition to this, the study aspect is extremely interesting and I think this programme is amazing. My team are also great and I enjoy the culture.
Skills Development
Have you learnt any new skills or developed existing skills?
5/5
Not only have I been able to accentuate my current skillset, I have accumulated a plethora of new abilities within this role. To highlight some of the main traits, I have built upon my communication skills and developed relationships with a variety of people. I have also learned to adapt to any situation.
Structure and Support
How well organised/structured is your programme?
5/5
The programme is very structure and organized, there is a clear plan set for how I am expected to develop over these 4 years and how my team/workload is catered to ensure I meet this development. There is plenty of support available as everyone at UBS is super friendly and approachable alongside the University.
How much support do you receive from your employer?
5/5
I receive a great deal of support from UBS - I know that there is always someone available and listening, whether that is my line manger, the HR team, the Apprenticeship team or my mentor. In addition to this, my colleagues are a great support point as are the team at the university.
How much support do you receive from your training provider when working towards your qualifications?
5/5
The university are extremely supportive when it comes to working towards qualifications, my tutor is always available to chat and is very approachable. Clear guidance is always provided to me and I feel very supported. I do thoroughly enjoy the programme and find the content very engaging.
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
5/5
It definitely helps me perform better in my role, coming from a non-financial/business background has not hindered me in any way, shape or form as the training qualification provides lots of insight in a clear concise way. It is very satisfying to be able to translate the theoretical aspect into practicality.
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
There are a great deal of events to access albeit virtually due to Covid, however, the events available are great and very insightful. There are a wide variety of options available, from volunteering to being able to join company events. Social events are not as frequent but I think that is down to Covid-19.
Recommendations & Advice
Would you recommend UBS to a friend?
Yes
Why?
It is an amazing place filled with talented people who are always there to help and genuinely want to form connections. UBS are a very diverse employer and do the very best to ensure their staff are happy. I truly enjoy my role and the culture available here at the firm.
What tips or advice would you give to others applying to UBS?
Personally, I would recommend anyone interested in working at UBS to be their true authentic self - authenticity always shines through. UBS look beyond qualifications and want to hire driven, keen and enthusiastic individuals so to anyone considering an application, make sure to focus on your differentiating personal qualities and traits.
