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CHCH10 - BJB Bank Julius Baer & Co. Ltd.

Lombard Lending Client Advisor & Coordinator(m/w/x)

Zürich
Full-timeOn-siteExperienced
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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.

Requirements

  • 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

Tasks

  • 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

Work Experience

  • approx. 1 - 4 years

Education

  • High school diploma

Languages

  • English – Business Fluent

Tools & Technologies

  • Microsoft Office
  • Bloomberg
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