Investment Communication Specialist

Norman Alex; Genf; Vor Ort; CHF 120.000 - 160.000; Vollzeit

Zusammenfassung

Norman Alex in Geneva, Switzerland seeks an Investment Communication Specialist to shape how portfolio strategy, performance, and positioning are communicated to a sophisticated UHNWI client base. You will translate complex financial insights into clear narratives and modernize practices with digital tools and AI-driven solutions.

You will report to the CIO, collaborating with investment teams to ensure alignment with the firm's vision and client expectations, while enhancing client experience

Qualifikationen

• 8–10 years of professional experience in similar roles within the financial services sector.
• Strong understanding of portfolio construction, performance analysis, and global markets.
• Proven ability to bridge technical investment content and high-level client communication.
• Highly analytical, detail-oriented, and intellectually curious.
• Strong affinity for innovation, including digital tools, automation, and AI.
• Fluent in English and French, with excellent written and presentation skills.

Aufgaben

• Deliver high-quality, client-facing reporting and investment communications with a strong focus on clarity, consistency, and impact.
• Translate investment strategies, asset allocation, and performance drivers into concise messaging.
• Continuously refine reporting frameworks and visual standards to elevate communication quality.
• Proactively showcase portfolio achievements, risk discipline, and strategic positioning.
• Work closely with investment teams and senior leadership to ensure alignment with the firm's vision and client expectations.

Kenntnisse

Investment knowledge

Communication skills

Analytical thinking

Digital tools

Jobbeschreibung

About the job Investment Communication Specialist

Our client, a FINMA-regulated asset management firm advising a sophisticated UHNWI clientele in French-speaking Switzerland, is seeking an:

Investment Communication Specialist

Reporting to the Chief Investment Officer, (CIO) this strategic role sits at the intersection of investments and client engagement. You will be responsible for shaping and elevating how portfolio strategy, performance, and positioning are communicated to demanding stakeholders.

Combining strong investment acumen with exceptional communication skills, you will translate complex financial insights into clear, compelling narratives that reinforce trust, highlight long-term value creation, and enhance the overall client experience.

You will also play a key role in modernising communication practices by leveraging digital tools, automation, and AI-driven solutions.

Key Responsibilities

• Deliver high-quality, client-facing reporting and investment communications with a strong focus on clarity, consistency, and impact
• Translate investment strategies, asset allocation, and performance drivers into concise and insightful messaging
• Continuously refine reporting frameworks and visual standards to elevate communication quality
• Proactively showcase portfolio achievements, risk discipline, and strategic positioning
• Work closely with investment teams and senior leadership to ensure alignment with the firm's vision and client expectations

Candidate Profile

• 8–10 years of professional experience and a successful track record in similar roles (Product Specialist, Product Manager, Marketing, ...) within the financial services sector, with a preference for asset management, wealth management, banks or other financial institutions.
• Strong understanding of portfolio construction, performance analysis, and global markets
• Proven ability to bridge technical investment content and high-level client communication
• Highly analytical, detail-oriented, and intellectually curious
• Strong affinity for innovation, including digital tools, automation, and AI
• Fluent in English and French, with excellent written and presentation skills