Investment Communications Specialist 80-100% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

29 Mar, 26

Salary

0.0

Posted On

29 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Writing, Financial Communications, Content Development, Project Management, Stakeholder Management, Analytical Skills, Communication Skills, Microsoft Office, Bloomberg

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. As an Investment Communications Specialist within Julius Baer’s Chief Investment Office, your primary role is to create investment-related publications for clients as well as internal stakeholders. This role offers a broad scope of responsibilities ranging from financial content creation to promotional communications with exposure to different stakeholders within the organisation. The main responsibilities are the monthly creation of client-facing investment aftersales reports as well as supporting with the creation of cohesive, client-friendly, investment product pitch materials. YOUR CHALLENGE Investment Content Development: Write high-quality investment-related materials, including monthly discretionary mandate and fund aftersales reports for direct client distribution as well as internal stakeholders Content & Process Management: Oversee the end-to-end process of aftersales collateral management and production, ensuring timely delivery and strict adherence to deadlines. Collaborate closely with Portfolio Management and cross-functional stakeholders across the Bank Product Pitch Deck Creation: Play an active role in supporting the creation of compelling product pitch decks; defining cohesive storylines and content in collaboration with product specialists while adhering to the Bank’s corporate language guidelines, tone of voice, and brand standards Promotional Communications: Contribute to the development of marketing communications output including campaigns, intranet articles, website content, advertorials and webcast scripts to enhance client engagement and brand visibility Strategic Representation: Serve as a trusted sparring partner, consistently reflecting the CIO Office’s perspective while maintaining its distinctive tone of voice across all content and channels YOUR PROFILE Minimum of 5 years of experience in financial communications or investor relations, preferably within banking or broader financial services Exceptional command of written and spoken English (ideally native speaker) with proven track record in financial content development, and editorial work; experience in investment writing is desirable; proficiency in German is considered an asset Comprehensive understanding of and genuine interest in finance-related topics, markets, and financial instruments Team player who thrives in an international environment with a demonstrated ability of project and stakeholder management Self-driven professional with a proactive mindset; capable of taking full ownership of tasks and processes; comfortable to shape and drive projects forward, think outside of the box, and challenge the status quo Strong analytical capabilities combined with excellent communication skills: proficiency in Microsoft Office applications is required; familiarity with Bloomberg or comparable tools is advantageous University degree in Communications, Public Relations, Financial Journalism, Banking & Finance, or similar 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 Investment Communications Specialist is responsible for creating investment-related publications for clients and internal stakeholders, including monthly aftersales reports and product pitch materials. The role involves overseeing the production process and collaborating with various teams within the organization.