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Higherin

Wealth Management Apprentice Review

at UBS

Degree Apprenticeship

Banking

London

Review Submitted: April 2024

Overall Rating

4 /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!

4/5 - Overview of Role
4/5 - Skills Development
3.6/5 - Structure and Support

Overview of Role

Please give an overview of your role and what this involves on a day-to-day basis:
4/5
I provide documents and materials for higher members of staff that they use for client meetings, supporting the front office
To what extent do you enjoy your programme?
4/5
I enjoy the balance of having uni and work, as well as talking to colleagues on a daily basis in a working environment. I enjoy it to a large extent

Skills Development

Have you learnt any new skills or developed existing skills?
4/5
I have developed my communication skills, prioritisation skills and learnt valuable skills related to wealth management

Structure and Support

How well organised/structured is your programme?
3/5
I think the balance between uni and work is fairly well balanced for what it entails, however the format of work could be more structured
How much support do you receive from your employer?
5/5
I receive a lot of support from my employer and cannot fault their support at all
How much support do you receive from your training provider when working towards your qualifications?
3/5
I receive a fair amount of support as they often let us have study days off before exams, however the balance can be tricky
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
4/5
I think that my qualification does help me perform better
Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
3/5
There are a few volunteering opportunities and other societies to join

Recommendations & Advice

Would you recommend UBS to a friend?
Yes
Why?
Because the work and qualification benefits are very good and the balance between the two is manageable
What tips or advice would you give to others applying to UBS?
I’d say to take a proactive approach to it, be willing to learn and try to stay organised
In This Review
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