Global Wealth Management Degree Apprenticeship Review

by UBS

Best Apprenticeship Employer

Rating

5.5/10
  • 1. Please give an overview of your role and what this involves on a day-to-day basis:

    • I carry out due diligence checks for the bank and before any payments/trades can take place.

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

    • I have learnt the same task but I am not allowed to move team so I can’t really learn any other skills until I move.

    4/10
  • 3. To what extent do you enjoy your programme?

    • I like the programme but currently it has become quite stagnant due to not being allowed to progress into the front office.

    6/10
  • 4. How well organised/structured is your programme?

    • From my experience, it is not very well structured as we were originally told that we would progress into the front office after a year of being here. It is now about 18 months and there are no plans despite me asking.

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

    • I receive great support from the Apprenticeship team but not so much from my manager/leadership team in my department.

    5/10
  • 6. How much support do you receive from your training provider when working towards your qualifications?

    • Exeter are not the best and are not always helpful when it comes to preparing for exams. We haven’t been given textbooks for the CFA despite having to study a huge amount of text.

    5/10
  • 7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?

    • CFA is not super relevant to wealth management, but having a degree in finance will help in other finance jobs later on in my career.

    6/10
  • 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.)

    • There are lots of events for apprentices but not really any that I am interested in. I would prefer a wider range of clubs so then I could participate.

    6/10
  • 9a. Would you recommend UBS to a friend?

    • Yes

  • 9b. Why?

    • Overall, it is a lovely place to work. Personally, my experiences haven’t been the best, but I hear much better things from people in other departments/teams.

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

    • Be confident, be yourself and make sure you let your personality shine through.

Details

Degree Apprenticeship

Finance

London

April 2024

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