Job Description

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.

We are a leading private banking group with a long-standing tradition of delivering exceptional financial services to our clients. Our team provides innovative solutions and expert advice, supporting clients in achieving their financial objectives.

As a key player in the financial industry, we uphold the highest standards of excellence, integrity, and professionalism.

We are currently seeking an experienced and highly skilled professional to join our Global Product & Solutions team as a Multi-Asset Execution Specialist. In this pivotal role, you will play a central part in enhancing client experience and driving organisational success.

YOUR CHALLENGE

• Your area of responsibility includes the execution of client orders across all different asset classes, such as Equities/ETFs, Exchange-traded derivatives, OTC derivatives & Structured Products, as well as Fixed Income and Digital Assets
• Provide execution consulting and support to Relationship Managers and Portfolio Management teams within Private Banking
• Direct interaction with Direct Access & UHNW clients to facilitate the technical execution of orders
• Play an integral role in driving continuous improvement of the client journey across all execution aspects in a multi-asset class approach
• US hours shifts (02pm- 10pm CET), alternating with another person
• Monitoring of orders from a best execution perspective and compliance with internal policies
• Clarification of discrepancies in securities delivery and settlement
• Dedicated support to our Ultra-High-Net-Worth clients for OTC equity derivatives, ensuring seamless implementation, optimal trade execution and support
• Responsible for the accurate processing, monitoring, confirmation and settlement of derivatives transactions, ensuring strict adherence to service-level and compliance requirements
• Demonstrates in-depth understanding of the end-to-end derivatives trade lifecycle, from execution to settlement

Collaboration & Governance

• Collaborate across teams on process optimisation initiatives, adopting a global perspective through close coordination with all Julius Baer trading desks and key stakeholders worldwide
• Work closely with risk, legal, compliance and operational partners to identify and meet applicable regulatory obligations
• Regular contact with brokers, exchanges and regulatory authorities
• Compliance with all regulatory international requirements including adherence to all Julius Baer internal policies

YOUR PROFILE

Essential Qualifications & Personal Attributes

• Minimum of 3–4 years experience in executing client orders in OTC derivatives, exchange-traded derivatives, digital assets, and equities/ETFs is required
• Deliver first-class coverage of client relationships, providing best-in-class service with a proactive, solution-oriented approach to meet the highest service standards
• Demonstrate excellent problem-solving abilities, with a strong focus on delivering high-quality outcomes and driving continuous improvement in processes and systems
• Possess the ability to collaborate effectively within teams and across functions, showing a strong commitment to excellence, integrity, and outstanding client service
• Capable of quickly identifying and resolving issues by applying sound judgment to deliver efficient and effective solutions
• Self-motivated, adaptable, and able to perform effectively under pressure
• Demonstrates a positive mindset, passion for the role, and strong personal resilience
• Highly motivated with a collaborative, team-player attitude
• Able to work independently within a global team environment, taking initiative and contributing constructively with a constructive and positive attitude
• Fluent in German and English is a must

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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