Global Wealth Management Degree Apprenticeship Review

My day-to-day role includes helping to manage book clients who sit under our global family office desk. this includes transactional as well as admin based tasks to ensure all regulatory requirements are met, as well as providing the best possible outcome for our clients. The tasks however, can vary each day depending on the environment or client request.

I have learnt so many new skills so far on the programme. These include time-management, collaboration, written communication skills as these are needed for emails between colleagues and to clients. The day-to-day role has acted as a catalyst to these developments as I need to practice them every single day.

I think the programme is highly self-rewarding as you can feel that the work you are doing is making an impact for those around you and the clients that you serve. It has also taught me so much more than a textbook could do as once you are doing the role everyday, you pick up skills much faster.

I feel the programme is well structured between the job role, the university work and the apprenticeship requirements. There is a clear set day for the university work which makes it easier to differentiate days and work loads. There is also a calendar which is easy to read and allows me to set time for specific deadlines.

I receive good support from my employer and my team at my employer. They are very understanding of my commitments to the apprenticeship and always allow me to focus extra time on the studies and portfolio work. They also always will help me in my job role if I am ever stuck.

I receive good help from Exeter in regards to receiving qualifications. The weekly lectures are well recorded so it is easy to re-watch these. They also provide textbooks for us to revise and learn new content from which are extremely useful when it comes to preparing for any final exam.

The two correlate very well and I often see what I am learning from Exeter in what I am doing in my role at my employer. They both help me to accelerate my knowledge of the industry and give me specialised knowledge and skills that I would not get anywhere else.

My employer offer many activities such as network events and social activities that are well organised to ensure all people attending are comfortable and welcomed. I feel that these events are very good for meeting new people across the firm and helping to expand my professional network along the way.

Yes

UBS is an excellent place to work due to its great culture and attitude to ensuring all new joiners learn crucial knowledge to help them out. I feel like UBS goes above and beyond to accommodate its employees and make sure they feel like what they are doing is making a huge impact.

To be open and honest with the goals you want to achieve in your career. UBS is very good at putting the right people in front of you to ensure that you are learning and growing your knowledge to benefit you and your goals. I would recommend applying to anyone who has an interest in the industry.