Operations Specialist - Monitoring & Support 100% (f/m/d) - (Contract through our external payroll partner, immediate start until 31.12.2027, possible extension)

Julius Baer Group; Zürich; On-site; CHF 110,000 - 170,000; Full time

Job summary

Julius Baer Group in Zurich seeks a meticulous Monitoring & Support professional to strengthen securities processing operations. You will monitor risk positions, coordinate settlement realignments and perform reconciliation tasks with stakeholders.

Key duties include resolving securities and cash discrepancies, handling stamp duties and transaction taxes, and ensuring timely reporting across international markets. Strong teamwork and risk awareness are essential.

Qualifications

• Bank apprenticeship or equivalent experience in trade processing and settlements.
• Knowledge of equities, fixed income, funds and structured products.
• Experience with SWIFT/SECOM messages and banking operations.
• Strong MS Office skills and attention to detail.
• Firm risk awareness and ability to resolve settlement issues.

Responsibilities

• Monitor and resolve risk positions in collaboration with stakeholders.
• Coordinate settlement realignments and adjust market positions.
• Perform reconciliation duties related to stamp duties and transaction taxes.
• Investigate securities and cash discrepancies and drive resolutions.

Skills

Trade processing

Settlement operations

SWIFT/SECOM

MS Office

Education

Bank apprenticeship

Tools

SWIFT/SECOM

Job description

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.

Monitoring & Support is responsible for a variety of important ancillary tasks around securities processing. Monitoring and resolution of risk positions, handling and correction of reconciliation breaks, and daily settlement market realignments are key responsibilities. Transaction taxes reconciliation and submission to tax authorities based on reporting schedules and regimes. ADR/GDR and bond conversions form part of the team’s duties.

YOUR CHALLENGE

• Efficient monitoring and handling of risk positions in collaboration with stakeholders
• Assessment and execution of settlement market realignments
• Various reconciliation duties with regards to stamp duties and transaction taxes
• Investigation and resolution of securities and cash discrepancies

YOUR PROFILE

• Bank apprenticeship and/or solid experience in trade processing and settlement / banking operations
• Basic knowhow in equities, fixed income, funds, and structured products
• Experience with SWIFT/SECOM
• Advanced skills with MS Office Tools
• Knowhow in monitoring settlement risks, transaction taxes reconciliation and issue resolution
• Securities transfers knowhow across international markets
• Experience in reconciliation breaks resolution
• Reliable team player with a high degree of accountability and self-direction
• Strong interpersonal skills & service orientation as well as a sound risk awareness
• Strong team-player with can-do attitude
• Fluent in English; solid German language skills

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees.

We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form.