Wealth Management Apprentice Review

My day to day role involves administrative tasks on behalf of clients. This includes general contact and mailing updates. I also produce annual review packs for client meetings. I also help with account openings too.

Yes I have learnt numerous skills that include better communication, time-keeping skills, knowing how to act and look professional, and skills that include going above and beyond your job title.

I think the programme is excellent. The work/study balance is just right and the progression in the role is also fast if you want it to be.

Very well - clear what we are working towards, I understand the business and the uni work is also very clear

lots, there are many means of support, not just through my manager. I feel I can talk to anyone in the business comfortably, and everyone is always willing to help.

There are plenty of support options, and these are useful when the workload builds up, which it will do sometimes. Also when we approach exam time, tutors and lecturers are there to offer support.

Definitely. When you work with investments everyday its useful to know their purpose and what they are for, and how each one can vary.

soooo many! there are networks including one for supporting female colleagues, one to help those get back into work after a period of time out, one for BAME colleagues and allies, one for LGBT+ people etc. there are also plenty of work drinks and parties!!

Yes

The bank is one of the best in the world - especially when we look at wealth management. the benefits are incredible and most of all the people are great. UBS has a big stake in social issues as well - it is more than just a bank

be honest, be yourself and be eager!