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
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.