Client Account Manager Review
at UBS
Degree Apprenticeship
Finance
London
Review Submitted: March 2022
Overall Rating
3.3 /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!
3.5/5
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Overview of Role
4/5
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Skills Development
2.8/5
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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:
3/5
Handling client data and account to provide the best overall experience for the wealth management client. This is a broad description because my role is quite broad. BAU involves, payments, asset transfers, trade inputting, asset subscriptions, informing them of corporate actions etc.
To what extent do you enjoy your programme?
4/5
I thoroughly enjoyed the program and it has allowed me to understand the world of work whilst teaching me valuable technical information.
Skills Development
Have you learnt any new skills or developed existing skills?
4/5
I have developed my diplomatic communication skills having dealth with difficult clients from time to time. I have learnt to work well under pressure and stress from financial markets and poor internal resources. Due to my apprenticeship I have amassed a vast amount of financial knowledge too
Structure and Support
How well organised/structured is your programme?
3/5
My previous program was very structured (18 month level 4 apprenticeship). However due to the novelty of the Degree apprenticeship program with Exeter (3 years level 6/7) it hasn't been well thought out or organized. The course felt rushed and I felt like I was constantly moving on from one module to the next, HR did not provide much support. I am still unsure what will happen if I fail an exam, some say I may not be able to get the degree whilst others say I will have to retake at my own expense. Nonetheless, the (free) content has been exceptional and at a high level, and I am forever grateful.
How much support do you receive from your employer?
2/5
I do not receive enough support from HR regarding my apprenticeship a lot of questions I have asked throughout the course have received few answers. I understand that this is a new course so there is limited info available but there hasn't been any calls scheduled specifically for the degree apprenticeship cohort of 2020
How much support do you receive from your training provider when working towards your qualifications?
4/5
I receive a lot of support from Exeter uni and the [This section of the comment has been removed by a member of the Higherin Team because it did not meet our site terms and conditions] my tutor.
I have been guided by lecturers and tutors very well
I have been guided by lecturers and tutors very well
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
1/5
My role is not related to what I am studying at all. Apart from learning about the rudimentary finance knowledge that everyone in banking is aware of; I have not learnt specialized knowledge pertaining to my role. So it has not helped me perform better just supplemented
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
Yes I am part of the UBS Netball team and it is lots of fun
Recommendations & Advice
Would you recommend UBS to a friend?
Yes
Why?
The pay is good and it provides valuable industry knowledge
What tips or advice would you give to others applying to UBS?
Learn about the division you are applying to and little about the role you are applying to do
