UBS Apprentice Review

My role within Operations is in Client Services. We look after the bank's priority clients to ensure they have a strong relationship with us. This involves answering all their queries, assisting in transactional issues, reviewing their operational processes and problem solving. I speak to both internal and external clients on a daily basis to ensure the underlying client receives all the information and support they need.

We are studying for our Investment Operations Certificate (IOC) where we have revision days from a tutor to help us with anything we don't understand. We regularly have different workshops to improve our skills, for example in Excel. Getting used the different internal systems has also helped develop IT skills as this is used daily.

I am lucky in that I am in a client facing role where there is a lot of variety in the work that we get. I am also part of a very friendly and supportive team where I feel valued. The company culture makes work less stressful as everyone is so approachable, and you are encouraged to sit with other colleagues in other areas of the business to get an understanding of what they do. Flexible working is also great allowing me to work from home when I need to.

I regularly have good feedback from my management and senior management recognizing my hard work. When helping clients with their issues it's always rewarding to have good feedback.

We started the apprenticeship after a 2 week introduction which was structured well with a lot of information to take in. We have set study days chosen by UBS where we have time away from the desk to revise. As well as this we have revision days where a tutor comes in to help explain anything we don't understand in our course. We also have phone call catch ups with our training provider to ensure everything is going well. Overall there is a very good support network

We have phone calls with our training to provider to talk about any issues or anything we don't understand, they also make sure we're on track to make good progress. The online portal for revision makes it easy to ask questions on anything we don't understand.

We have team meetings once a week to catch up and talk about what we all have going on. I also have a one to one every month with my line manager to discuss my progress and any issues.

The salary covers all my living, travel and social costs.

There are a lot of different internal networks such as Pride and Disability network. Volunteering is also heavily encouraged with lots of different opportunities. We have a relationship with a nearby school where there are lots of opportunities such as volunteering to be a mentor, helping repaint/general maintenance and breakfast club. We also have an extra 2 days holiday a year dedicated to volunteering. Within my team we also organize team drinks and activities such as mini golf.

Yes

it has a great culture where everyone feels included and valued. As there are 5 business divisions and offices all over the world there are so many opportunity's for mobility and progression.

My assessment day consisted of 3 interviews with different levels of management. I would look into the culture of UBS, our pillars, and the 3 keys.