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Product Specialist for Sustainable Equities

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.
Trading, Treasury & Asset Management
Product Specialist for Sustainable Equities
Function/Position objectives
The Product Specialist for Sustainable Equities will be part of the Investment Solutions Team. As an ambassador for the given product range, your main responsibility will be as a facilitator between the investment and distribution teams. This will include enhancing the dialogue with investors through quality marketing content (presentation, RfPs) as well as in-person meetings.
  • Represent the firm's sustainable equities capabilities and strategies, with close collaboration with investment and distribution teams
  • Spearhead marketing efforts to Institutional and Wholesale clients
  • Develop understanding of investor demand and competitive landscape to adapt messaging and differentiation of the products
  • Provide detailed, technical and timely insights on your product range to both internal and external counterparties
  • At least a university degree in a relevant field and/or education in business or finance; higher financial education (CFA/AZEK) would be advantageous
  • The ideal candidate will have excellent equities and/or sustainability product knowledge, which may have been developed in a similar product specialist role, or an individual with portfolio management experience who is interested in a role with a broader set of responsibilites
  • Creativity, entrepreneurship, 'hands-on' mentality and a passion for financial markets
  • Proficient user of common office IT solutions (MS Office – Word, Excel, PowerPoint), as well as the Bloomberg financial application
  • Strong communication skills in English and ideally German
  • At least 8 years of financial industry experience
Activity rate
Please send your application to:
Only direct applications will be considered.