Wealth Management Apprentice at UBS

Top Employer
Start Date:
Central London & City
Programme Type:
Apprenticeship - Advanced Level (Level 3)
£21,000 annually
Review Date:
March 2019

Review Score

7.8 /10

1. Please give an overview of your role and what this involves on a day-to-day basis:


Working with Client Advisors and Client Advisor Assistants, helping them deal with client requests and preparing for meetings. Binding presentations, generating account valuations and cash statements, performing due diligence on prospective and existing clients, processing client static updates such as address changes, portfolio openings, new account openings, and generally speaking liaising with numerous teams around the bank that you work in conjunction with.

2. Have you learnt any new skills or developed existing skills?


Yes in terms of learning about the day to day workings of a wealth manager and the processes that facilitate client relationship management. The skills learn t on the job are mostly around internal processes. You do get a greater understanding of financial markets as a whole though this is more supported via the exams you take as part of the apprenticeship.

3. To what extent do you enjoy your programme?


I enjoy it thoroughly as it gives you a lot of exposure to an industry which you obviously want to be in if you're applying for the apprenticeship. Its a great name for the CV and the workplace is a good atmosphere with good a culture. Stressful at times when busy but generally good.

4. How well organised/structured is your programme?


Fairly well organised in terms of structure - you are assigned a mentor who you can speak with about the course and any ad hoc queries you have. You also have introductory and revision sessions at the start and towards the end of each module you take for the exams, as well as other training throughout. As you approach the end of the apprenticeship you get trained in more advanced skills that you will be using when you ultimately become a client advisor assistant.

5. How much support do you receive from your employer?


you receive a good deal of support from the employer. as well as the on the job training you also get courses which are a great help for the exams. They also give you a mentor that you can reach out to and people are generally quite approachable to questions.

6. How much support do you receive from your training provider when working towards your qualifications?


I feel as though as apprentices in general we tend to get quite a bit of support - they organise training sessions and revision sessions for your exams which are a great help and greatly assist us pass the exams in conjunction with the study materials we also have access to.

7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?


I feel as though the qualification that we undertake as part of the apprenticeship programme greatly assists us to perform better in our job role as it gives us a good understanding of the financial systems and the main participants, which in turn help us understand what a wealth manager is and how we support clients.

8. Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)


Yes, there are quite a few extra curricular activities that we can get involved with if we are that way inclined. We have social events fairly regularly (at least once a quarter) which are a good chance to get to know your colleagues out of the work environment. There's also charity volunteering you can get involved with.

9a. Would you recommend UBS to a friend?


9b. Why?

I would recommend UBS to a friend if they wanted to work here because I think it is a great company to work for. As apprenticeships go it is probably one of the best given the profile of the company is very prestigious, and the qualifications you get as well as the exposure to clients is very8 good.

10. What tips or advice would you give to others applying to UBS?

I would advise those who apply to UBS for this apprenticeship to ask lots of questions in the interview and make sure you do your homework - you don't need a great level of knowledge about finance but a good base level such as what an equity is and what a bond is will put you in good stead. Asking questions makes you seem keen and engaged.

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