Investment Communication Manager (80-100%)

• 13 October 2026
• 80 - 100%
• Indefinite duration
• Zürich

We are looking for a Lead Investment Communication in Zurich! Join an innovative and committed bank.

Tasks ##

• Responsible for the bank's investment communication.
• Presenting portfolio performance to demanding clients.
• Creating compliant and accurate analyses and reporting.

Skills ##

• Degree in finance or equivalent experience required.
• Strong communication and presentation skills.
• Deep knowledge of financial markets.

WE ARE LOOKING FOR YOU!

Investment Communication Manager

80-100 % in Zurich

Your mission

You give a voice to the world of investment at Globalance and make megatrends and footprint tangible for our clients. As a communicative investment personality with experience in Private Banking, you are a trusted partner for our demanding clientele. You are the interface between our investment center and our clients and prospects, translating our investment strategy around return, megatrends and footprint into convincing and personalized solutions, and inspiring private clients, family offices and foundations with solid and inspiring communication for the world of investment at Globalance.

These varied tasks await you

• Assume responsibility for investment communication

You build and assume responsibility for Globalance's investment communication - from client presentations to market commentaries to new formats, in close collaboration with client advisory.

• Present with confidence

Presentation of portfolio performance and market outlooks for private clients, family offices and foundations, based on active market observation and in-depth assessments of asset classes and investment components - you make megatrends and footprint tangible for our clients.

• Carry out analyses and reporting

Development of investment proposals, performance analyses and client reporting - accurate and compliant with rules.

• Prepare pitches

You take the lead during important pitches for new clients.

• Develop the digital platform

You contribute to the continuous development of our digital platform Globalance World from an investment perspective.

• Manage portfolios in portfolio management

You autonomously manage your own clients in portfolio management and implement asset allocation decisions.

• Ensure quality and compliance

Guarantee compliance with regulatory and internal investment guidelines.

WHAT YOU ARE

• Qualified

Degree in economics, finance or equivalent qualification; CFA, CIIA or similar additional training is an asset.

• Experienced

Several years of experience (at least 7 years) in the field of investment and Private Banking with a demanding clientele - ideally as a Client Investment Specialist, Investment Strategist or Portfolio Manager with a strong client presence.

• Competent

Deep knowledge of financial markets, asset allocation and wealth management in a multi-asset context (explicit knowledge of equity markets is a plus).

• Digital affinity and IT proficiency

You use AI naturally as a work tool - for top-notch analyses, reporting and presentations, and master Excel & PowerPoint.

• Communicator

Excellent communication skills and confidence in contact with a demanding clientele, fluent command of German and English.

• Creator with a strong spirit of initiative

Inspiring personality with empathy and enthusiasm, who thinks independently and entrepreneurially and maintains an overview even with several parallel subjects.

WHAT GLOBALANCE IS

Globalance is an innovative Swiss private bank, owner-managed, that invests in future-oriented solutions with a positive impact.

• Mission-oriented

100 % of our employees identify with our objectives, 95 % find their work exciting or very exciting.

• Innovative

With Globalance World, footprint and personalized client magazines, we set standards that traditional private banks do not offer.

• Fast-growing

As one of the most innovative Swiss private banks, we offer you exciting development opportunities.

• Authentic

"We walk the talk" - changing the future positively is our common passion.

• Agile & direct

As an independent company managed by its founders, we have flat hierarchies and fast decision-making processes.

WE LOOK FORWARD TO YOUR APPLICATION!

Show us how you communicate: we will be delighted if you attach examples of work to your application - for example presentations, market commentaries or client publications. Please send your application to HR@globalance.com.