Equity Product Specialist (m|f|x) Zürich

This international banking group, committed to sustainability, has a presence at more than 25 locations in Europe, Asia, the Middle East, and Latin America. The J. Safra Sarasin Group is recognized worldwide for its tradition of private banking and wealth management, high security, and well-managed, conservative growth in the best interests of its clients.

Bank J. Safra Sarasin AG is a leading, sustainable private bank that combines all the advantages of the Swiss financial center with dynamic and personalized advisory services and focuses on investment opportunities in the international financial markets. As an investment advisor and asset manager, the bank serves private and institutional clients with a high level of quality and expertise. Financial strength, excellent customer service, and outstanding quality are the core elements of its philosophy.

For J. Safra Sarasin, employees are its most valuable asset. They are essential to the bank’s current and future success. Their professional expertise and qualifications, as well as their interpersonal skills, are highly valued by the bank’s clients, management, and business partners. J. Safra Sarasin’s success thus depends on the enthusiasm and commitment of each of its employees worldwide. J. Safra Sarasin is particularly committed to ensuring that employees are treated fairly as equal partners. At J. Safra Sarasin, employees are highly aware of their corporate responsibility.

Tasks

As an Equity Product Specialist at Bank J. Safra Sarasin, you are part of the JSS Equity team and serve as a strategic link between portfolio managers, sales, and clients to drive asset growth for our equity funds.

• Translate thematic, macroeconomic, and individual stock views, as well as portfolio positioning, into marketing materials promoting J. Safra Sarasin equity funds
• Present our equity funds to internal and external audiences
• Lead strategic product development initiatives such as new fund launches, fund repositioning, or market intelligence analyses
• Participate in and contribute to expert group, portfolio review, and stock initiation meetings. Become a subject-matter expert on investment trends related to our equity funds
• Develop and maintain fund-related marketing documents and tools, and automate tasks and processes

Profile / Your qualification / Your personality

• University degree in economics, finance, engineering, or a related field, with at least 3–5 years of experience as a Product Specialist, Client Portfolio Manager, Equity Analyst, Sector Specialist, or similar. CFA or similar certification is a plus
• Passion for investing and a deep understanding of equity markets as well as macroeconomic and thematic drivers. Excellent Microsoft Office skills; strong technical skills, including Bloomberg, programming, and agent-based AI capabilities, are a plus
• Ability to translate complex investment concepts into clear narratives tailored to different audiences, supported by excellent communication and presentation skills
• A hands-on approach with excellent interpersonal skills and a willingness to take responsibility
• Fluency in English; fluency in German is a plus

That awaits you

• Entrepreneurial spirit at a family-owned bank
• Central city office locations throughout Switzerland
• Above-average insurance coverage fully paid for by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive compensation package

Share this offer on LinkedIn →

Location

Alfred-Escher-Straße 50, CH-8002 Zürich