Client Engagement Specialist, CIO, 100% (f/m/d) at Julius Baer International Limited

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

21 Sep, 26

Salary

0.0

Posted On

23 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Product Marketing, Client Engagement, Content Creation, Financial Market Analysis, Storytelling, Multi-channel Communication, Investment Strategy Translation, Adobe Creative Suite, Stakeholder Collaboration, Digital Content Design, Sales Enablement, Market Trend Analysis

Industry

Banking

Description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The CIO Office Client Engagement function is responsible for bringing Julius Baer’s investment capabilities and the CIO Office value proposition to life through high-quality client-facing materials, formats, and experiences. The role plays a key part in enabling sales efforts, supporting campaigns and product initiatives, and promoting discretionary solutions through consistent and impactful communication. We are looking for a dynamic professional to drive client engagement and marketing activities within the CIO Office, ensuring CIO initiatives and content are effectively activated across channels to support client conversations and commercial outcomes. The Client Engagement Specialist acts as a key point of contact for priority client materials and initiatives, providing expertise on communication formats and activation strategies, and collaborates closely with portfolio managers, investment analysts, and client-facing teams to ensure relevance and strong sales enablement. YOUR CHALLENGE Shape and execute CIO-aligned marketing and engagement initiatives, translating investment strategy and insights into client-relevant communication that supports sales and promotes discretionary solutions Design and deliver engaging content formats (e.g., newsletters, presentations, videos, webcasts, podcasts, events, digital content) to strengthen client discussions and sales conversations Produce, maintain and update high-quality client-facing materials and formats to actively promote discretionary solutions and investment insights Run marketing campaigns and product launches, ensuring effective positioning and adoption of discretionary offerings Monitor engagement, collect feedback, and track usage metrics to continuously improve effectiveness and commercial impact Contribute to the implementation of new tools and formats, including digital solutions and AI, to enhance efficiency and scalability Coordinate multi-channel content distribution (intranet, CRM, web, etc.) to maximize reach, engagement, and usage Stay current on market trends and the competitive landscape to shape content and marketing strategy Support internal education efforts and special projects that drive business growth YOUR PROFILE University degree in marketing, business management, finance or equivalent field Strong understanding of investment products and financial markets 2-5 years of experience in delivering product marketing and client-facing content in a bank, asset manager or related financial services providers Excellent communication and storytelling skills, with the ability to simplify complex investment concepts into clear, engaging, and client‑friendly messaging Proven experience in content creation and multi-channel communication Results-oriented mindset with focus on measurable impact Team player with demonstrated ability to collaborate within a cross‑functional environment Proactive, creative and driven individual with a can-do mindset Exceptional English and German written and verbal communication skills, with a collaborative, solutions-oriented working style Willingness to drive innovation and improve processes, including effective use of technology/data/AI to increase quality, consistency, and speed Experience with Adobe Creative Suite (Photoshop, Illustrator, InDesign) is a plus We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The role focuses on translating investment strategies into high-quality client-facing materials and engagement formats to support sales efforts. It involves managing marketing campaigns, product launches, and coordinating multi-channel content distribution to promote discretionary solutions.