254 days ago on jsafrasarasin.ch

Product Specialist for Sustainable Equities - Investment Solutions

Bank J. Safra Sarasin AG

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 Please refer to JobSuchmaschine in your application

Product Specialist for Sustainable Equities - Investment Solutions


Business Unit
Investment Marketing & Business Solutions
Product Specialist for Sustainable Equities - Investment Solutions
Function/Position objectives
Contribute to the distribution / facilitation of J. Safra Sarasin sustainable equities solutions to Private Banking and Institutional Client departments. This role combines the technical skills of an investment professional with the communication and business development skills of an investment consultant.
  • Take the lead on marketing of the sustainable equities solutions. Collaborate with local financial strategies advisors (FSA) to enable increased product
  • Provide investment content for sales materials, pitch presentations and general marketing documentation to support the growth of our investment solutions
  • Present and explain our solutions in a convincing manner to CRMs, financial strategies advisors or directly to clients
  • University degree, preferably with CFA qualification
  • Minimum 10 years of investment experience in the financial industry, e.g. portfolio manager  in equities, sustainable investing
  • Understanding of investments with a proven track record in advisory / sales / and/or managing assets
  • Ability to build relationships across the organization, work in the team as well as independently and deliver results within tight deadlines
  • Excellent Microsoft Office skills
  • Fluent in English and German (written and spoken)
Activity rate
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Only direct applications will be considered.