Julius Baer
Senior Lombard Lending Client Advisor(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Lombard Lending Client Advisor & Coordinator(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Advising clients on credit opportunities and analyzing Lombard collateral risk. In-depth Lombard credit knowledge and client-facing advisory experience required. Training client-facing staff on lending client needs.
Anforderungen
- Client mindset with proactive and solution-oriented approach
- In-depth knowledge of Lombard credit principles, structuring, policies, regulations, and industry practices
- Experience in creating special product-related LTV campaigns and new product credit policies for Lombard lending areas
- Client-facing and advisory experience in negotiating and structuring Lombard solutions including cash, guarantee, and derivative trading usage
- Ability to give Lombard credit training to client-facing staff for identifying and advising on Lending client needs
- Understanding of Lombard exposure risk management from collateral and client top-up perspective
- Support conceptual development of Lombard simulation and monitoring tools for client lifecycle management
- Experience in Lombard pricing models, exception approval processes, and commercial aspects of Lombard pricing
- Flavour in marketing to enhance Lombard promotion material like brochures, presentations, intranet/internet pages, case studies & training
- Proficient in Microsoft Office, Bloomberg and other software applications
- Relevant experience in a Lombard credit-related role, preferably in a large bank with significant Lombard exposure to high-net-worth clients
- High school diploma or equivalent required; University degree in Finance, Accounting, or related field preferred
Aufgaben
- Advise clients on credit opportunities
- Analyze Lombard collateral risk
- Assess financial top-up capability
- Coordinate with Front units and clients
- Gather client financial information
- Work with Front, Credit Structuring, and Credit Risk Management
- Develop and maintain client relationships
- Promote Lombard credit products and services
- Develop new Lombard product policies
- Develop first line monitoring processes
- Enhance marketing material and brochures
- Create internal and external presentations
- Update intranet and internet pages
- Promote Lombard Lending globally
- Create and coordinate regional Lombard campaigns
- Support product investment solution units
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Microsoft Office
- Bloomberg
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Lombard Lending Client Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Lombard Credit Risk Officer - Private Banking(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Lombard Credit Risk Officer - Private Banking(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - 0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Vollzeitnur vor OrtSeniorZürich
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Lombard Lending Client Advisor & Coordinator(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Advising clients on credit opportunities and analyzing Lombard collateral risk. In-depth Lombard credit knowledge and client-facing advisory experience required. Training client-facing staff on lending client needs.
Anforderungen
- Client mindset with proactive and solution-oriented approach
- In-depth knowledge of Lombard credit principles, structuring, policies, regulations, and industry practices
- Experience in creating special product-related LTV campaigns and new product credit policies for Lombard lending areas
- Client-facing and advisory experience in negotiating and structuring Lombard solutions including cash, guarantee, and derivative trading usage
- Ability to give Lombard credit training to client-facing staff for identifying and advising on Lending client needs
- Understanding of Lombard exposure risk management from collateral and client top-up perspective
- Support conceptual development of Lombard simulation and monitoring tools for client lifecycle management
- Experience in Lombard pricing models, exception approval processes, and commercial aspects of Lombard pricing
- Flavour in marketing to enhance Lombard promotion material like brochures, presentations, intranet/internet pages, case studies & training
- Proficient in Microsoft Office, Bloomberg and other software applications
- Relevant experience in a Lombard credit-related role, preferably in a large bank with significant Lombard exposure to high-net-worth clients
- High school diploma or equivalent required; University degree in Finance, Accounting, or related field preferred
Aufgaben
- Advise clients on credit opportunities
- Analyze Lombard collateral risk
- Assess financial top-up capability
- Coordinate with Front units and clients
- Gather client financial information
- Work with Front, Credit Structuring, and Credit Risk Management
- Develop and maintain client relationships
- Promote Lombard credit products and services
- Develop new Lombard product policies
- Develop first line monitoring processes
- Enhance marketing material and brochures
- Create internal and external presentations
- Update intranet and internet pages
- Promote Lombard Lending globally
- Create and coordinate regional Lombard campaigns
- Support product investment solution units
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Microsoft Office
- Bloomberg
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
CH10 - BJB Bank Julius Baer & Co. Ltd.
Branche
FinancialServices
Beschreibung
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Noch nicht perfekt?
- Julius Baer
Senior Lombard Lending Client Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Lombard Lending Client Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Lombard Credit Risk Officer - Private Banking(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Lombard Credit Risk Officer - Private Banking(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - 0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Vollzeitnur vor OrtSeniorZürich