Wealth management apprentice Review

My role on a day to day basis involves attending and minuting meetings, processing client static data, making payments, inputting trades, completing due diligence check on clients, sending statements to clients, calls with clients and projects relating to cutting down the time it takes to complete our daily tasks as apprentices

New skills I have learnt/developed mainly revolve around communication and the language used in the workplace and towards clients. Other skills that have been improved upon include presenting and Excel and computer skills. Listening and note taking skills have developed further from when I was at school as we go on a lot of courses relating to these skill sets.

I thoroughly enjoy my day to day job and the IOC courses we have at Fitch Learning as they are diverse and challenging enough to feel rewarding. However the Fitch Learning courses on skills often came too late and we had already learnt the skills in the work environment. Having those courses in the last 6 months of the apprenticeship is too late

I feel quite valued by UBS and management as well as the people I work with as a whole, however I feel like some of my friends from school in other banks and other people I know in the industry have felt more valued in other institutions. I feel UBS is about average in terms of valuing staff

Overall the apprenticeship has a very well thought out structure and has been worked over the last 4 intakes of wealth management apprentices that UBS has had. The IOC and coursework aspects are well thought out but the skills courses held are more sporadic and often came too late as we had learnt the skills on the job.

Fitch Learning provide all the support needed in order to pass the CISI IOC exams. They offer tutors, an online help desk for questions online you do not understand and courses in house and in the UBS building. The Growth Company is always contactable with any issues you are having with the apprenticeship, whether that is the company or the training.

UBS gives leeway and is flexible as to how you go about studying for and when you take exams. They are also supportive in the work place and will find ways to match yours and the company's needs. UBS is also willing to support you through additional qualifications that both you and the company feel are relevant to your roll in the bank.

My salary meets my essential needs and some luxuries. I would say around about 20% of my salary after tax goes on travel to and from work, another 20% goes on food/drinks, 40% goes on rent and other bills like phone bill, 20% to enjoy but I save 10% as a good habit. Realistically I only have £140 to spend on social events and other luxuries.

There are a lot of networking opportunities outside of work as UBS has a whole host of networks for various different reasons. If there is not a network for you and you think there is demand for one you can make it. Not many other opportunities available to apprentices outside of work.

Yes

UBS has a competitive salary and has chosen good training providers to support apprentices throughout their time at UBS even once out of the apprenticeship. UBS has had a steady onboarding of apprentices for the last 5 years now within Wealth Management and have a good understanding of what is required to make a successful apprentice.

When I completed my interviews we had a telephone interview, an assessment day, followed by final interviews. The process is different now but all I can suggest is that you demonstrate UBS's core values and give exact examples of times you have demonstrated them at school or at previous work or life in general.