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7.1/10

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Latest Reviews from UBS

Wealth Management Apprentice - Client Advisor Assistant

  • UBS
  • Apprenticeship - Higher Level (Level 4/5)
7.0 /10
* Ensuring client data is correct and kept up to date. * Undertaking due diligence using internet searches. * Preparing materials for client meetings and completing documentation after meetings. * ...

Front Office Apprentice in wealth management

  • UBS
  • Apprenticeship - Higher Level (Level 4/5)
2.0 /10
Essentially supporting the Client Advisor Assistants and Client Advisors in handling client requests, producing research for Investments, I am constantly practicing what I am learning from IOC(level 3...

Wealth Management Apprentice

  • UBS
  • Apprenticeship - Higher Level (Level 4/5)
9.1 /10
Front office assistance with the preparation and processing of documents. This involves communicating with different teams along the process chain. Daily interactions with all staff members on the fl...

Apprentice

  • UBS
  • Apprenticeship - Higher Level (Level 4/5)
9.9 /10
We work to provide a support function to the segment that we work in. This can include, but is not limited to, carrying out due diligence, putting reports together, compiling materials for client meet...

UBS Apprentice

  • UBS
  • Apprenticeship - Higher Level (Level 4/5)
7.9 /10
Our job role is to help the client advisor assistants with more admin based tasks, on a daily basis I carry out a range of tasks such as account openings, address updates, asset transfers and prospect...

Wealth Management Apprentice

  • UBS
  • Apprenticeship - Higher Level (Level 4/5)
6.1 /10
Title: Wealth Management Apprentice Daily Tasks: PEGA updates Sending out letters Account opening/closures Processing account changes Portfolio openings/closures Asset transfers Prospecting...

UHNW Wealth Management Apprentice

  • UBS
  • Apprenticeship - Advanced Level (Level 3)
9.3 /10
My job title is UHNW Wealth Management Apprentice. I work mainly client's accounts and help to maintain them. I also closely shadow CAA's and CA's to learn more about my division. ...

Client Advisor Assistant Apprentice

  • UBS
  • Apprenticeship - Higher Level (Level 4/5)
8.0 /10
My job role involves handling all of the admin and paperwork behind any actions or changes our clients want to make on their accounts. We also help with the opening of new accounts. We often help with...

wealth management apprentice

  • UBS
  • Apprenticeship - Advanced Level (Level 3)
5.3 /10
wealth management apprentice, dealing with day to day administration and assistance and reporting to senior staff, occasional ad-hoc activities...

Wealth Management Apprentice

  • UBS
  • Apprenticeship - Advanced Level (Level 3)
7.6 /10
I am a Wealth Management Apprentice. My Day to day role includes picking up mail, amending client records, helping organize meetings, obtaining account opening forms & obtaining account statements. ...

Apprentice

  • UBS
  • Apprenticeship - Higher Level (Level 4/5)
6.0 /10
My day to day activities comprise of supporting Client Advisors and Client Advisor Assistants. Having to answer and deal with client queries is part of my day to day task, I get the responsibility of ...

Wealth Management Apprentice

  • UBS
  • Apprenticeship - Advanced Level (Level 3)
5.3 /10
Help the Client Advisor and Client Advisors assistant with client work....

Wealth Management Apprentice

  • UBS
  • Apprenticeship - Advanced Level (Level 3)
6.8 /10
I am a wealth management apprentice at UBS. My role varies daily, I do things such as admin tasks to aiding in producing client statements and dealing with their queries. I get to rotate to different ...

CAA Assistant Apprentice

  • UBS
  • Apprenticeship - Intermediate Level (Level 2)
7.4 /10
I am a training CAA Assistant. My daily role includes assisting the CA in servicing the clients needs. ...

Work experience

  • UBS
  • Work Experience
9.4 /10
Working on group projects within the office, compiling documents and portfolios. ...

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