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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
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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