Client Account Manager Review

by UBS

Best Apprenticeship Employer

Rating

6.5/10
  • 1. Please give an overview of your role and what this involves on a day-to-day basis:

    • Handling client data and account to provide the best overall experience for the wealth management client. This is a broad description because my role is quite broad. BAU involves, payments, asset transfers, trade inputting, asset subscriptions, informing them of corporate actions etc.

    6/10
  • 2. Have you learnt any new skills or developed existing skills?

    • I have developed my diplomatic communication skills having dealth with difficult clients from time to time. I have learnt to work well under pressure and stress from financial markets and poor internal resources. Due to my apprenticeship I have amassed a vast amount of financial knowledge too

    8/10
  • 3. To what extent do you enjoy your programme?

    • I thoroughly enjoyed the program and it has allowed me to understand the world of work whilst teaching me valuable technical information.

    8/10
  • 4. How well organised/structured is your programme?

    • My previous program was very structured (18 month level 4 apprenticeship). However due to the novelty of the Degree apprenticeship program with Exeter (3 years level 6/7) it hasn't been well thought out or organized. The course felt rushed and I felt like I was constantly moving on from one module to the next, HR did not provide much support. I am still unsure what will happen if I fail an exam, some say I may not be able to get the degree whilst others say I will have to retake at my own expense. Nonetheless, the (free) content has been exceptional and at a high level, and I am forever grateful.

    6/10
  • 5. How much support do you receive from your employer?

    • I do not receive enough support from HR regarding my apprenticeship a lot of questions I have asked throughout the course have received few answers. I understand that this is a new course so there is limited info available but there hasn't been any calls scheduled specifically for the degree apprenticeship cohort of 2020

    4/10
  • 6. How much support do you receive from your training provider when working towards your qualifications?

    • I receive a lot of support from Exeter uni and the [This section of the comment has been removed by a member of the RateMyApprenticeship Team because it did not meet our site terms and conditions] my tutor. I have been guided by lecturers and tutors very well

    9/10
  • 7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?

    • My role is not related to what I am studying at all. Apart from learning about the rudimentary finance knowledge that everyone in banking is aware of; I have not learnt specialized knowledge pertaining to my role. So it has not helped me perform better just supplemented

    3/10
  • 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 I am part of the UBS Netball team and it is lots of fun

    8/10
  • 9a. Would you recommend UBS to a friend?

    • Yes

  • 9b. Why?

    • The pay is good and it provides valuable industry knowledge

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

    • Learn about the division you are applying to and little about the role you are applying to do

Details

Degree Apprenticeship

Finance

London

March 2022

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