Client Regulatory Reporting Specialist ; f​/m​/d

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).

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.

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.

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.

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.

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.