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Operation Specialist(m/w/x)
Daily cash and settlement operations for wealth management, including FX/MM & PM settlement. Bank apprenticeship or comparable vocational training required. German and English fluency, high risk awareness.
Requirements
- Bank apprenticeship or comparable vocational training
- Advanced proficiency in MS Office, particularly Excel
- Fluent German (written and spoken)
- Fluent English (written and spoken)
- High risk awareness, particularly operational risks
- Reliability and accountability
- Proactive, solution-oriented mindset
- Strong interpersonal skills
- Service-oriented attitude
- Independent, precise, and structured approach
- Ability to work autonomously
- Openness to continuous learning and development
- Keen to embrace change and improvement
Tasks
- Manage daily cash and settlement operations
- Ensure accurate funding and liquidity movements
- Perform cash sweeps and account balancing
- Identify and resolve reconciliation breaks
- Execute FX/MM & PM settlement and post-settlement activities
- Report daily cash balances accurately and on time
- Contribute to local and global initiatives
- Perform control tasks following the 4-eye principle
- Adhere to internal guidelines and compliance requirements
- Demonstrate strong operational risk awareness
- Conduct regular controls and report incidents
- Respond to ad-hoc queries and provide feedback
- Propose process improvements for efficiency and risk mitigation
Education
- Vocational certification
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- MS Office
- Excel
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Operation Specialist(m/w/x)
Daily cash and settlement operations for wealth management, including FX/MM & PM settlement. Bank apprenticeship or comparable vocational training required. German and English fluency, high risk awareness.
Requirements
- Bank apprenticeship or comparable vocational training
- Advanced proficiency in MS Office, particularly Excel
- Fluent German (written and spoken)
- Fluent English (written and spoken)
- High risk awareness, particularly operational risks
- Reliability and accountability
- Proactive, solution-oriented mindset
- Strong interpersonal skills
- Service-oriented attitude
- Independent, precise, and structured approach
- Ability to work autonomously
- Openness to continuous learning and development
- Keen to embrace change and improvement
Tasks
- Manage daily cash and settlement operations
- Ensure accurate funding and liquidity movements
- Perform cash sweeps and account balancing
- Identify and resolve reconciliation breaks
- Execute FX/MM & PM settlement and post-settlement activities
- Report daily cash balances accurately and on time
- Contribute to local and global initiatives
- Perform control tasks following the 4-eye principle
- Adhere to internal guidelines and compliance requirements
- Demonstrate strong operational risk awareness
- Conduct regular controls and report incidents
- Respond to ad-hoc queries and provide feedback
- Propose process improvements for efficiency and risk mitigation
Education
- Vocational certification
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- MS Office
- Excel
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Operations Specialist - Post Trade Processing & Settlement(m/w/x)
Full-timeOn-siteExperiencedZürich - BVZH Bank Vontobel AG
Specialist Settlement Services(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Operations Specialist - Post Trade Processing & Settlement(m/w/x)
Full-timeOn-siteExperiencedZürich - BVZH Bank Vontobel AG
Specialist Settlement Services(m/w/x)
Full-timeOn-siteExperiencedZürich - Bank Julius Baer & Co. Ltd.
Operations Specialist(m/w/x)
Full-timeOn-siteExperiencedZürich