Client Engagement Specialist, CIO

Job description

The CIO Office Client Engagement function is responsible for delivering on Julius Baer’s investment capabilities and the CIO Office’s value proposition through high-quality, client-focused materials, formats, and experiences. The role plays a key part in supporting sales efforts, campaigns, and product initiatives, as well as promoting discretionary solutions through consistent and effective communication.

Tasks

• Implementation of CIO-aligned marketing and engagement initiatives to translate investment strategies and insights into client-relevant communications that support sales and promote discretionary solutions
• Developing and delivering engaging content formats (e.g., newsletters, presentations, videos, webcasts, podcasts, events, digital content) to enhance client and sales conversations
• Creating, maintaining, and updating high-quality, client-focused materials and formats to actively promote discretionary solutions and investment insights
• Conducting marketing campaigns and product launches to ensure effective positioning and adoption of discretionary offerings
• Monitoring engagement, gathering feedback, and tracking usage metrics to continuously improve effectiveness and commercial impact
• Contribute to the implementation of new tools and formats, including digital solutions and AI, to improve efficiency and scalability
• Coordinate content distribution across multiple channels (intranet, CRM, web, etc.) to maximize reach

Requirements

• A college degree in marketing, business administration, finance, or an equivalent field
• Strong understanding of investment products and financial markets
• 2–3 years of experience creating product marketing and client-focused content at a bank, asset management firm, or a related financial services provider
• Excellent communication and storytelling skills, with the ability to translate complex investment concepts into clear, engaging, and client-friendly messages
• Proven experience in content creation and multichannel communication
• Results-oriented mindset with a focus on measurable impact
• A team player with a proven ability to collaborate in a cross-functional environment
• A proactive, creative, and motivated person with a can-do attitude
• Excellent written and spoken English and German skills, with a collaborative, solution-oriented approach to work
• Willingness to drive innovation and improve processes, including the effective use of technology, data, and AI to enhance quality, consistency, and speed
• Experience with Adobe Creative Suite (Photoshop, Illustrator, InDesign) is a plus

We offer

No information available.