Job offer
Multi-Asset Execution Specialist
The Julius Baer Group is seeking a Multi-Asset Execution Specialist in Zurich who will be responsible for executing client orders across various asset classes and will work closely with relationship managers and portfolio management teams. The ideal candidate has at least 3–4 years of experience in OTC derivatives, exchange-traded derivatives, digital assets, and equities/ETFs.
Tasks
- Your responsibilities include executing client orders across all asset classes, such as stocks/ETFs, exchange-traded derivatives, OTC derivatives, and structured products, as well as bonds and digital assets
- Providing execution advice and support to relationship managers and portfolio management teams in private banking
- Direct interaction with Direct Access and UHNW clients to facilitate the technical execution of orders
- Play a key role in continuously improving the customer journey across all aspects of execution as part of a multi-asset approach
- Monitoring of orders from the perspective of best execution and compliance with internal policies
- Resolution of Discrepancies in the Delivery and Settlement of Securities
- Dedicated support for our ultra-high-net-worth clients regarding OTC equity derivatives to ensure seamless implementation, optimal trade execution, and support
- Responsible for the accurate processing, monitoring, confirmation, and settlement of derivative transactions, in strict compliance with service-level and compliance requirements
- Demonstrate a deep understanding of the entire derivatives trading lifecycle, from execution to settlement
Requirements
- At least 3–4 years of experience in executing client orders in OTC derivatives, exchange-traded derivatives, digital assets, and stocks/ETFs is required
- Provide first-class customer relationship management using a proactive, solution-oriented approach to meet the highest service standards
- Demonstrate excellent problem-solving skills, with a strong focus on delivering high-quality results and continuously improving processes and systems
- Do you have the ability to collaborate effectively within teams and across functions, with a strong commitment to excellence, integrity, and outstanding customer service?
- You are able to quickly identify and solve problems by using common sense to come up with efficient and effective solutions
- Self-motivated, adaptable, and able to work effectively under pressure
- Demonstrate a positive attitude, passion for the role, and strong personal resilience
- Highly motivated, with a cooperative, team-oriented attitude
- Able to work independently in a global team environment, take the initiative, and contribute constructively with a creative and positive attitude
- Fluency in German and English is required
We offer
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