Income & Securities Operations Specialist

Julius Baer; Zürich; On-site; CHF 70,000 - 100,000; Full time

Job summary

Julius Baer in Switzerland seeks an operational professional to ensure smooth processing of interest and dividend events and to supervise tax refunds across markets. The role involves reconciling securities with counterparties and managing payments, while maintaining high standards of accuracy and risk awareness.

Ideal candidates will have a banking apprenticeship or equivalent training, strong German and English skills, and a reliable, team-oriented approach.

Qualifications

• Banking apprenticeship or equivalent commercial training.
• Strong German and English communication skills.
• Ability to work in a team with reliability and accuracy.
• Self-driven with a sense of responsibility and resilience.

Responsibilities

• Ensure timely and correct processing of events and transactions.
• Supervise tax refund processes across markets.
• Reconcile and correct security and cash differences.
• Identify and process securities lending/borrowing positions with counterparties.
• Handle internal and external payments and manage the service mailbox and hotline.

Skills

German language

English language

Teamwork

Attention to detail

Reliability

Education

Banking apprenticeship

Basic commercial training

High school diploma

Job description

Julius Baer in Switzerland seeks an operational professional to ensure smooth processing of interest and dividend events and to supervise tax refunds across markets. The role involves reconciling securities with counterparties and managing payments, while maintaining high standards of accuracy and risk awareness.

Ideal candidates will have a banking apprenticeship or equivalent training, strong German and English skills, and a reliable, team-oriented approach.