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Investment Specialist - Sustainable Equities (Ref. 1571)

Bank J. Safra Sarasin AG


Investment Specialist - Sustainable Equities (Ref. 1571)

Investment Specialist - Sustainable Equities (Ref. 1571)

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy.

J. Safra Sarasin's most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group's clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.


Asset Management & Institutional Clients


Investment Specialist - Sustainable Equities (Ref. 1571)


Zurich, CH

Function/Position objectives

As an ambassador for the given investment solutions, your main responsibility will be as a faciliator between the investment and distribution teams. This will include enhancing the dialogue with investors through quality sales & marketing content as well as client-facing interactions.


  • Represent the firm's sustainable equities capabilities and strategies, with close collaboration with both investment and distribution teams
  • Spearhead marketing efforts to Institutional and Wholesale customers
  • Develop investment-related content for sales & marketing material
  • Provide detailed and technical  insights on covered investment solutions to both internal and external counterparties
  • Develop understanding of investor demand and competitive landscape in order to adapt marketing initiatives


  • University degree in a relevant field and/or education in business or finance; higher financial education (CFA/AZEK) would be advantageous
  • Deep understanding of equity investing which may have been developed either in a similar investment specialist role, or as a  portfolio manager/analyst/strategist
  • At least 5 years of relevant experience.
  • Strong communication skills in English is a must. Italian, Spanish, French, German are all a plus.
  • Strong prioritization and organization skills are essential. Relevant project management experience.
  • Creativity, entrepreneurship, 'hands-on' mentality and a passion for financial markets
  • Ability to work with multiple stakeholders