Julius Baer
Senior Lombard Lending Client Advisor(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
Neuer Job?Nejo!
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Lombard Lending Client Advisor(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Structuring Lombard credit solutions and assessing collateral risk for wealth management clients. In-depth Lombard credit principles and client-facing advisory experience required. Company car for private use, 6 weeks vacation.
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
- Ability to give credit Lombard training to client-facing staff
- Understanding of Lombard exposure risk management from collateral and client top-up perspective
- Support conceptual development of Lombard simulation and monitoring tools
- Experience in Lombard related pricing models, pricing exception approval processes and commercial aspects of Lombard pricing
- Flavour in marketing to enhance Lombard promotion material
- Proficient in Microsoft Office, Bloomberg and other software applications
- Relevant experience in Lombard credit-related role, preferably in large bank with significant Lombard exposure to high-net-worth clients
- First line experience and proven track record in developing a lending offering within a bank
- Solid stakeholders management skills with motivation to influence lending business growth
- High school diploma or equivalent required; University degree in Finance, Accounting, or related field preferred
- Business English is mandatory, German is an advantage
Aufgaben
- Advise clients on credit opportunities
- Assess Lombard collateral risk
- Coordinate client financial information gathering
- Liaise between Front, Credit Structuring, and Credit Risk Management
- Develop and maintain client relationships
- Promote Lombard credit products and services
- Coordinate workflow between stakeholders
- Advise and influence internal and external stakeholders
- Develop new Lombard product policies
- Develop first line monitoring processes for new products
- Enhance marketing material and presentations
- Promote Lombard Lending globally
- Create and coordinate regional Lombard campaigns
- Support product investment solution units
Berufserfahrung
- ca. 4 - 6 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – fließend
- Deutsch – Grundkenntnisse
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.
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Lombard Lending Client Advisor(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Structuring Lombard credit solutions and assessing collateral risk for wealth management clients. In-depth Lombard credit principles and client-facing advisory experience required. Company car for private use, 6 weeks vacation.
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
- Ability to give credit Lombard training to client-facing staff
- Understanding of Lombard exposure risk management from collateral and client top-up perspective
- Support conceptual development of Lombard simulation and monitoring tools
- Experience in Lombard related pricing models, pricing exception approval processes and commercial aspects of Lombard pricing
- Flavour in marketing to enhance Lombard promotion material
- Proficient in Microsoft Office, Bloomberg and other software applications
- Relevant experience in Lombard credit-related role, preferably in large bank with significant Lombard exposure to high-net-worth clients
- First line experience and proven track record in developing a lending offering within a bank
- Solid stakeholders management skills with motivation to influence lending business growth
- High school diploma or equivalent required; University degree in Finance, Accounting, or related field preferred
- Business English is mandatory, German is an advantage
Aufgaben
- Advise clients on credit opportunities
- Assess Lombard collateral risk
- Coordinate client financial information gathering
- Liaise between Front, Credit Structuring, and Credit Risk Management
- Develop and maintain client relationships
- Promote Lombard credit products and services
- Coordinate workflow between stakeholders
- Advise and influence internal and external stakeholders
- Develop new Lombard product policies
- Develop first line monitoring processes for new products
- Enhance marketing material and presentations
- Promote Lombard Lending globally
- Create and coordinate regional Lombard campaigns
- Support product investment solution units
Berufserfahrung
- ca. 4 - 6 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – fließend
- Deutsch – Grundkenntnisse
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
Julius Baer is a leading wealth management company focused on 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.
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Vollzeitnur vor OrtBerufserfahrenZürich - 0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Senior Relationship Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich