UBS Wealth Management Appentice Review

I pursued and ultimately successfully secured an apprenticeship at UBS, and am now within the UHNW division within Wealth management. I perform a variety of roles within this sector, one main task being completing negative and general platform searches against individuals/legal entities to maintain high due diligence. Furthermore, there are many tasks/processes requiring completion that can be viewed as administrative, however these are all essential nonetheless, keeping the sector running smoothly and ultimately putting clients first. A more invested task which I do is prospecting (for potential new relationships), which involves forming a heavily detailed portfolio of information on the goal in question.

Whilst working at UBS, I have developed an immense number of skills. Everyone here makes you feel welcome immediately and I am constantly gaining knowledge and experience, by completing new work and observing others around me. My understanding of the financial markets and regulation has heavily improved, whilst preparing for the IOC exams. By building new relationships also, my social skills/confidence has also risen.

To the greatest extent certainly. This is a very organized and prestigious programme, which is going to allow me to further my career in the finance industry. There is always work to undertake, and it is often something new or something interesting. Ultimately, the culture at UBS is very strong, and I believe this contributes massively to enjoyment as you always feel welcome, with everyone and anyone being approachable and friendly.

As stated above, this is a very organized programme, with every element in question being clear and understood from the start. The exam/coursework is set out in a careful plan over the 18 months, with revision sessions and study days being arranged far in advance. Since this Wealth management programme has been running for many years, this has allowed the course to be refined, with an apprentices role becoming more clearly outlined to all.

I receive a great amount of support from my employer. My managers ensures that meetings occur on a bi-weekly basis 1-1, where any issues or concerns can be settled, and progress reviewed. I understand all of my targets that I need to work towards, which effectively allows me to always be competent on the job.

My training provider (Fitch Learning) is very supportive in regards to the IOC qualification. Regular meetings occur, where my revision progress is reviewed and I am shown whether this is considered on track or behind. Further to this, any kind of support that I require is offered at any time.

I feel that it certainly will make a huge difference to my job performance. At the moment, I have only successfully completed the first (Introduction) exam which was based around the financial markets and regulations. However, this has already bettered my understanding, and I can now recognize what I have learned within my job.

There are many different activities available to be getting involved with. Our apprentice committee regularly organize social/networking gatherings. Furthermore, there are a huge variety of other bank-wide committees to subscribe to, which range from activities likes sports, to more formal events like talks. In regards to professional networking, our apprentice coordinators arrange many volunteering events, which present opportunities to meet new people and discuss our own apprenticeship with others.

Yes

It is a very organized and prestigious programme, which will allow anyone to further their career in the finance industry. Everyone at UBS makes you feel welcome immediately and there is constant opportunities to gain knowledge and experience. You'll never be dropped into the deep-end at first, and would be allowed to progress and build confidence to eventually take up greater responsibilities. The salary and benefits are more than enough, and the job allows you to leave all work at the door to maintain a healthy personal life.

If you truly do have a passion for finance/banking, then this apprenticeship is a brilliant way to get your foot in the door, and progress your career. Ensure that during the interview process, you are walking in with a huge portfolio of knowledge and preparation about the bank, but also the specifics of what your role entails. Be confident, but on the other hand watch that you do not come across as too confident to others.