Client Associate
About the job
- Ideally 1-3 years of experience in client service within the finance sector.
- A bachelor's or master's degree, or equivalent, focusing on finance.
- Proficiency in Microsoft Office Suite.
- Keep management systems up-to-date with client information.
- Educate clients on account services and capabilities.
- Help prepare reports and other materials for client meetings.
- Collect the right documentation for opening new accounts and service requests.
- Plan team marketing events and maintain marketing materials.
- Provide the team with a detailed calendar of activities.
- Cantonese and/or Mandarin is a plus.
About the company
UBS Group AG is a Swiss multinational financial services firm with four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. It serves private, corporate, institutional, and retail clients worldwide, offering wealth planning for high-net-worth individuals, Swiss banking services, a broad range of investment products, and advisory, underwriting, and trading in equities, fixed income, rates, and FX. It earns fees from wealth and asset management, interest income from lending, and trading income from investment banking. Its aim is to help clients manage and grow wealth while delivering diversified, revenue-generating financial services across regions and asset classes.
Company Size
10,001+
Company Stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998
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Simplify's Take
What believers are saying
- Q2 2026 Global Wealth Management pretax profit rose 38%, driven by double-digit regional growth.
- UBS completed global Credit Suisse client migration in March 2026, accelerating decommissioning through year-end.
- Asset Management's September 2026 MSCI partnership strengthens data, analytics, and institutional distribution across products.
What critics are saying
- Switzerland's September 23, 2026 capital vote forces roughly $18 billion extra CET1, crushing returns.
- Reuters on September 27, 2026 reported at least eight foreign banks exploring UBS combinations.
- UBS lost $14.1 billion Americas assets in Q4 2025, while 196 advisers already exited.
What makes UBS unique
- UBS commands global wealth scale, with Q2 2026 net new assets of $36 billion.
- Its Swiss retail franchise funds stable deposits while wealth management generates fee-rich recurring revenue.
- Credit Suisse integration advanced: March 2026 client migration finished, enabling $13.5 billion savings by YE26.
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Benefits
Flexible Work Hours
Remote Work Options
Professional Development Budget
Growth & Insights and Company News
6 month growth
↑ 16%1 year growth
↑ 16%2 year growth
↑ 17%Saudi Railway Company (SAR) has secured a CHF 254 million export credit facility to purchase 10 passenger trains from Swiss manufacturer Stadler. The financing, SAR's first of its kind, is backed by Swiss Export Risk Insurance and a consortium of banks including KfW IPEX-Bank, Commerzbank, and UBS Switzerland. The acquisition forms part of SAR's strategic initiative to expand its passenger fleet. Latham & Watkins served as legal adviser on the transaction.
Chilean bank Banco BICE is issuing a CHF 115 million bond with a four-year term maturing on 29 October 2026. The bond carries a coupon of 1.98% and is being issued at par. Zürcher Kantonalbank, UBS and Commerzbank are acting as lead managers for the issuance. The bond has a spread of 135 basis points over mid-swaps and 151 basis points over government bonds. Settlement is scheduled for 29 October 2026, with listing on SIX from 27 October 2026. The bond is rated BBB+ by both S&P and Fitch.
Niederer Kraft Frey has advised Swiss medtech company SpineArt on refinancing and upsizing its syndicated credit facilities. The deal totals CHF 50 million and USD 31.5 million, with UBS Switzerland serving as mandated lead arranger, agent and security agent. SpineArt specialises in advanced spine surgery solutions and operates subsidiaries in the US, Spain and France. The company partners with surgeons and hospitals across more than 60 countries. The refinancing aligns with SpineArt's announcement that its Baguera C cervical disc received FDA approval for one and two contiguous levels, expanding market access in the United States. The NKF legal team was led by Jacques Bonvin, working alongside Andrea Wuerzner, Marc Vogelsang and Boris Catzeflis.
UBS Group has attracted merger interest from several major foreign banks, according to a Swiss newspaper report on 27 September. The discussions are linked to stricter capital requirements imposed on Switzerland's largest bank following its absorption of Credit Suisse. Switzerland mandated that UBS hold substantially more capital, which reduces returns on lending and investment. The bank currently achieves a 10.67% return on equity. A merger with a foreign partner or redomiciling could move UBS beyond Swiss regulatory reach. The report contains no named counterparties, terms, or confirmation from UBS. Any combination would require regulatory clearance across multiple jurisdictions. Switzerland previously treated the Credit Suisse takeover as a state matter, suggesting government involvement would be likely. The speculation itself carries risks, particularly for private banking clients who value stability and may move assets to competitors during uncertainty.
UBS has raised its price target for Valero Energy Corporation from $355 to $450, maintaining a "Buy" rating. The revised target implies nearly 17% upside and exceeds the stock's all-time high of $393 reached earlier this month. Valero has more than doubled in value since the beginning of 2026, gaining over 133%, driven by strong global refining margins. Ongoing disruptions have curtailed refining capacity worldwide, tightening supplies of gasoline, diesel, and jet fuel. UBS believes Valero is well-positioned as refining margins remain elevated. The company's disciplined capital allocation and high shareholder returns support the outlook. Valero returned $2.6 billion to shareholders in Q2, up sharply from $695 million year-over-year. However, the stock's valuation may already reflect extraordinary market conditions, and any decline in refining margins could trigger a pullback.