Job offer
Execution Generalist (m/f/d) - Private Banking
As an Execution Generalist (m/f/d) in Private Banking at Julius Baer, you will support the team in Frankfurt in the management of client portfolios and trade execution, acting as a link between client advisory, portfolio management and trade execution.
Job description
Execution Generalist (m/f/d) - Private BankingTasks
- Implementation of trading orders (orders, funds, etc.)
- Monitoring of trading orders and trading strategies and support in their efficient implementation
- Post-processing of trading orders by maintaining trading data in internal systems
- Creation of trade reports
- Close cooperation with brokers and internal settlement centers
- Close coordination with portfolio managers and client advisors to implement investment decisions
Consulting
- Ongoing monitoring of relevant markets
- Preparation of market data, prices and trading volumes to support order placement
- Supporting client advisors in the development, coordination and implementation of individual investment opportunities
- Contact person for client advisors for the implementation of special trading orders
Regulation & Product Governance
- Support in complying with trading restrictions and regulatory requirements (MiFID II, FIDLEG, PRIIPs, etc.)
- Participation in the analysis and classification of financial products as part of product governance
- Support in complying with internal control processes
- Maintenance of regulatory documentation and interface to Compliance & Legal
- Collaboration on internal projects for process optimization in the product area
Requirements
- Completed university degree in economics, finance, banking or comparable qualification
- Very good written and spoken German and English skills
- Confident handling of MS Office (especially Excel)
We offer
No explicit benefits mentioned.Job details
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