Multi-Asset Execution Specialist, Zürich, 100% (f/m/d) — Julius Baer

Role overview

Responsibilities

• 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

Requirements

• 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

What we offer

• 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

Contact

• 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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