Client Onboarding Specialist Review
at UBS
Degree Apprenticeship
Finance
London
Review Submitted: April 2024
Overall Rating
5 /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
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Overview of Role
5/5
-
Skills Development
5/5
-
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
Onboarding consists of performing due diligence checks on clients. We review forms and documentation and work with the front office to open accounts in the wealth management division efficiently. My job involves client facing interactions.
To what extent do you enjoy your programme?
5/5
I really enjoy my programme and the experience that comes with it.
Skills Development
Have you learnt any new skills or developed existing skills?
5/5
I have learnt lots of new regulations. I have developed client facing skills.
Structure and Support
How well organised/structured is your programme?
5/5
How much support do you receive from your employer?
5/5
How much support do you receive from your training provider when working towards your qualifications?
5/5
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
5/5
Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
5/5
Recommendations & Advice
Would you recommend UBS to a friend?
Yes
Why?
The people I have met whilst at work have always been very nice and approachable. I have also had a great experience so far and been presented with lots of opperutnites and experiences.
What tips or advice would you give to others applying to UBS?
Be confident and believe in yourself
