Client account manager at UBS

Start Date:
Programme Type:
Degree Apprenticeship / Sponsored Degree (Level 6/7)
Review Date:
May 2021

Review Score


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


On a day to day basis i speak with clients and manage their accounts. this can be anything from doing payments for them, updating their addresses, placing trades for them, or adding someone to their account. We essentially are the middle men between the clients and their advisors and are the main point of contact for queries or updates

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


The new skills i have developed are : Time management - there is always so much going on, you do get quite a lot of work and so you may end up working late hours. This combined with studying and also having a social life can be tiring therefore it is important to be able to manage your time

Prioritization - As said before you can get quite a lot of work so it's important to be able to identify which tasks go where in the day and how to organize it all

3. To what extent do you enjoy your programme?


I enjoy my programme to a large extent, I like the fact that I am constantly learning and also developing my skills. We also get a lot of support from our line managers and the apprentice team so we always have someone to speak to if we are ever worried.

4. How well organised/structured is your programme?


the programme is well structured. We were sent a calendar when we first joined so this has made it easy to plan cover on desk and also holidays and days off. We have set webinars every week at the same time which makes it easy to remember the content is also delivered in a structured way

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


I get a lot of support from my employer:

Line manager - I have weekly meetings to discuss my work and also any concerns I have both in my work role and with my studies

Mentor - I have weekly meetings with my mentor for informal discussions where I can raise any concerns and for a general chat to help me relax

Apprentice team - I have frequent meetings with the apprenticeship team to discuss my progress and again any concerns I may have

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


I get a lot of support from my training provider. they are always open to having meetings with us when we require and always happy to answer any questions. The resources they provide us with are of a high standard and very useful when revising for exams. Additionally, the mentor they assign us are kind and helpful

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


Some of the content relates directly to what i do on desk and so having the extra bit of information helps with tasks and processes. I am able to understand my job role better because i come across it within my job role. I also think that my qualification helps because it teaches me time management

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.)


We have various extra-curricular activities to get involved in, for example we have the Cultural awareness association which sends out emails about different upcoming events from different cultures and also provides information about this. the apprentices also have social events every few months and also go out for Christmas, for example we went to golf

9a. Would you recommend UBS to a friend?


9b. Why?

There is a lot of support available and room for growth within UBS. Everyone is really friendly and always willing to help you develop and improve performance. There is a lot to learn and dealing with real world problems help develop skills both personally and professionally. This has been the best part about doing the apprenticeship

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

Be honest about what you want to learn and achieve by being here. Don't be afraid of having questions and not knowing the answer. They actually like it when you ask more questions! Also know why you want to work at UBS or do this apprenticeship and also try to get some work experience (post pandemic)

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