About the role
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 Project and Communication Support is a member of the wider Investment Campaigns & Communications (IC&C) team and works directly with the Investment Communications team in Zurich. He/she shall ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.The Project and Communication Support is responsible for supporting the product, sales, and communications initiatives of the Global Asset Class Specialists (GACS). The primary objective of this role is to ensure seamless execution of internal and external investment campaigns and communications activities.
Product recommendations and thematic ideas for investment campaigns are disseminated over multiple channels, and a core responsibility of this role involves the creation, collation, dissemination and updating of these materials.
The incumbent will be involved with tasks around the efforts to promote Julius Baer’s Structured Products capabilities insight and outside the company by supporting with the public distribution campaigns and sponsorship and collaboration agreements, and in the planning and delivery of Investment Campaigns (Market Outlook and additional campaigns) and promotion of Podcasts and Webcasts.
In addition, he/she will be closely involved in delivering of emergency communication in case of severe market movements as well as support with administrative tasks the planning of global events like Alpha Conferences.
We are looking for a task-oriented colleague with a keen eye for detail and a “can do” attitude.
The role reports to Head of Investment Communications based in Zurich.
YOUR CHALLENGE
People Management
- Work collaboratively with the Global Asset Class Specialists teams, and colleagues from Research, CIO, Investment Advisory, Regional Business Development and Marketing teams.
Client Management (internal)
- Structured Products campaigns: Support with the delivery of Structured Products quarterly campaigns by adapting the content to fit on different promotion platforms, writing promotional texts in different lengths while making sure that it meets the legal, regulatory and compliance standards/requirements
- Sponsorship and collaboration agreements: fulfil all internal processes to approve sponsorship agreements where Julius Baer engages with third parties to showcase our capabilities and expertise
- Creation and design: Adapt investment content and present complex information in a clear and engaging way across various formats
- Campaign implementation on JB internal tools: RM mailing, spotlight pages, intranet news, banners and digital screens
Compliance & Risk Management
- Meet all legal, regulatory and compliance standards/requirements
- Adhere to all relevant Local User Manuals
- Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
YOUR PROFILE
Personal and Social
- A positive attitude, hands-on
- Client-centric approach for all deliverables
- Fast learner and able to work under pressure to meet tight deadlines
- Good communication/coordination skills
- Strong attention to detail
- Highly motivated with integrative personality
Professional and Technical
- Writing skills, UX writing is a plus
- Some knowledge or interest to learn about global investment industry, markets and products
- Proficiency in Desktop applications (e.g. Word, Excel, PowerPoint)
- Language Skills: Excellent command of English and German
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.
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Aplyr's read
Julius Baer is a leading Swiss private bank focusing on wealth management for high-net-worth clients, attracting talent in finance, compliance, and technology.
What's promising
- •Strong reputation in private banking enhances client trust and loyalty.
- •Global presence offers diverse career opportunities across regions.
- •Focus on technology and innovation supports modern banking solutions.
What to watch
- •High reliance on high-net-worth clients can increase vulnerability to economic downturns.
- •Regulatory scrutiny in the financial sector may impact operations.
- •Intense competition in private banking could pressure profit margins.
Why Julius Baer
- •Swiss heritage provides a stable and prestigious brand image.
- •Specializes in personalized wealth management for affluent individuals.
- •Emphasis on compliance and risk management ensures robust operational integrity.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Julius Baer
Julius Baer is a Swiss private banking group that specializes in wealth management and private banking services for high-net-worth individuals and families.
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