Client Regulatory Reporting Specialist 100% at Juliusbaer

About The Role

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.

The role holder supports the complete, accurate, and timely execution of daily

regulatory reporting obligations in compliance with the following financial market

regulations: EMIR, MiFID II/MiFIR, FinMIA/ FinfraG, Bank of Israel and Shareholder

Rights Directive II (SRD2).

YOUR CHALLENGE

Support the complete, accurate and timely execution of daily regulatory client reporting obligations in compliance with the financial market regulations of Bank of Israel, EMIR, MiFID II/MiFIR, FinfraG (Switzerland), and SRD2 (Shareholder Identification)
Monitor and maintain high data quality standards by identifying discrepancies, initiating corrections, and escalating anomalies according to defined procedures
Collaborate closely with internal stakeholders and compliance functions to resolve breaks, clarify reporting obligations, and implement corrective actions
Support in business related change activities

YOUR PROFILE

Minimum 2–3 years of experience in operations within a financial institution, ideally involving regulatory transaction reporting or transaction monitoring
Solid understanding of investment products and their main characteristics
Practical familiarity with European financial regulations, including EMIR, MiFID II/MiFIR, FinfraG, and SRD2 reporting requirements is a plus
Bachelor’s degree in Finance, Business, Economics or a related discipline
Fluency in English (written and spoken); proficiency in German is strongly preferred
Working knowledge of Microsoft Excel; experience with regulatory transaction reporting platforms is beneficial

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