Multi-Asset Execution Specialist – Global Product & Solutions
At Julius Baer, we are seeking an experienced 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. Responsibilities
Execution of client orders across all asset classes: Equities/ETFs, exchange‑traded derivatives, OTC derivatives & structured products, 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. Drive continuous improvement of the client journey across all execution aspects in a multi‑asset class approach. Operate on US hours shifts (02pm-10pm CET), alternating with another person; monitor orders from a best execution perspective and ensure compliance with internal policies. Clarify discrepancies in securities delivery and settlement; provide dedicated support for Ultra‑High‑Net‑Worth clients for OTC equity derivatives, ensuring seamless implementation, optimal trade execution and support. Accurately process, monitor, confirm and settle derivatives transactions, ensuring strict adherence to service‑level and compliance requirements. Demonstrate in‑depth understanding of the end‑to‑end derivatives trade lifecycle, from execution to settlement. Collaborate across teams on process optimisation initiatives; adopt 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; maintain regular contact with brokers, exchanges and regulatory authorities. Ensure compliance with all regulatory international requirements and Julius Baer internal policies. Qualifications
Minimum of 3–4 years experience in executing client orders in OTC derivatives, exchange‑traded derivatives, digital assets, and equities/ETFs. First‑class coverage of client relationships, providing best‑in‑class service with a proactive, solution‑oriented approach. Excellent problem‑solving abilities, strong focus on delivering high‑quality outcomes and driving continuous improvement in processes and systems. Ability to collaborate effectively within teams and across functions; strong commitment to excellence, integrity, and outstanding client service. Quick identification and resolution of issues applying sound judgment to deliver efficient and effective solutions. Self‑motivated, adaptable and able to perform effectively under pressure. Positive mindset, passion for the role, strong personal resilience. Highly motivated with a collaborative, team‑player attitude; capable of working independently within a global team environment, taking initiative and contributing constructively. Fluent in German and English.
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At Julius Baer, we are seeking an experienced 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. Responsibilities
Execution of client orders across all asset classes: Equities/ETFs, exchange‑traded derivatives, OTC derivatives & structured products, 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. Drive continuous improvement of the client journey across all execution aspects in a multi‑asset class approach. Operate on US hours shifts (02pm-10pm CET), alternating with another person; monitor orders from a best execution perspective and ensure compliance with internal policies. Clarify discrepancies in securities delivery and settlement; provide dedicated support for Ultra‑High‑Net‑Worth clients for OTC equity derivatives, ensuring seamless implementation, optimal trade execution and support. Accurately process, monitor, confirm and settle derivatives transactions, ensuring strict adherence to service‑level and compliance requirements. Demonstrate in‑depth understanding of the end‑to‑end derivatives trade lifecycle, from execution to settlement. Collaborate across teams on process optimisation initiatives; adopt 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; maintain regular contact with brokers, exchanges and regulatory authorities. Ensure compliance with all regulatory international requirements and Julius Baer internal policies. Qualifications
Minimum of 3–4 years experience in executing client orders in OTC derivatives, exchange‑traded derivatives, digital assets, and equities/ETFs. First‑class coverage of client relationships, providing best‑in‑class service with a proactive, solution‑oriented approach. Excellent problem‑solving abilities, strong focus on delivering high‑quality outcomes and driving continuous improvement in processes and systems. Ability to collaborate effectively within teams and across functions; strong commitment to excellence, integrity, and outstanding client service. Quick identification and resolution of issues applying sound judgment to deliver efficient and effective solutions. Self‑motivated, adaptable and able to perform effectively under pressure. Positive mindset, passion for the role, strong personal resilience. Highly motivated with a collaborative, team‑player attitude; capable of working independently within a global team environment, taking initiative and contributing constructively. Fluent in German and English.
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Kontaktdaten:
Bank Julius Bär & Co. Ltd. Recruiting-Team
