Trading & Client Relations Specialist

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Julius Baer in Zürich is seeking an Assistant Relationship Manager to focus on trading and execution, serving as the link between External Asset Managers, Relationship Managers and internal trading desks. You will manage time‑critical transactions with accuracy and provide guidance on products, platforms and solutions.

The role combines client servicing with hands‑on involvement in trading, risk controls and data management, requiring English and German language skills and a disciplined,

Qualifikationen

• Banking apprenticeship or equivalent financial education.
• Experience in a trading support, execution, or client servicing role.
• Exposure to financial markets and investment products.

Aufgaben

• Manage full spectrum of client transactions including securities trading and payments.
• Ensure accurate, timely handling of trade orders with market cut-offs.
• Monitor credit exposure, margin availability and liquidity before executing.
• Coordinate with trading desks and internal stakeholders for smooth processing.
• Provide guidance to External Asset Managers on products, execution and bank platforms.
• Maintain data accuracy and prepare client reports.

Kenntnisse

Financial markets

Trading processes

Credit risk

FX & payments

English & German

Trading systems

Ausbildung

Banking apprenticeship

Tools

Trading systems

Jobbeschreibung

Julius Baer in Zürich is seeking an Assistant Relationship Manager to focus on trading and execution, serving as the link between External Asset Managers, Relationship Managers and internal trading desks. You will manage time‑critical transactions with accuracy and provide guidance on products, platforms and solutions.

The role combines client servicing with hands‑on involvement in trading, risk controls and data management, requiring English and German language skills and a disciplined,