CH10 - BJB Bank Julius Baer & Co. Ltd.
Lombard Lending Client Advisor & Coordinator(m/w/x)
Full-timeOn-siteExperienced
Zürich
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JUJulius Baer
Senior Lombard Lending Client Advisor(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Advising clients on Lombard credit opportunities and assessing collateral risk. In-depth Lombard credit knowledge required. Training client-facing staff on lending 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 provide 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 enhanced client lifecycle management
- Experience in Lombard pricing models, pricing exception approval processes, and commercial aspects of Lombard pricing
- Experience in marketing to enhance Lombard promotion material like brochures, presentations, intranet/internet pages, case studies & training
- Proficiency in Microsoft Office, Bloomberg and other departmental software applications
- Relevant experience in a Lombard credit-related role, preferably in a 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 stakeholder management skills with motivation to actively influence lending business growth
- High school diploma or equivalent required; University degree in Finance, Accounting, or related field preferred
- Business English mandatory, German is an advantage
Tasks
- 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
Work Experience
- approx. 4 - 6 years
Education
- High school diploma
Languages
- English – Business Fluent
- German – Basic
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 Julius Baer 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.
Not a perfect match?
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JUJulius Baer
Senior Lombard Lending Client Advisor(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Advising clients on Lombard credit opportunities and assessing collateral risk. In-depth Lombard credit knowledge required. Training client-facing staff on lending 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 provide 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 enhanced client lifecycle management
- Experience in Lombard pricing models, pricing exception approval processes, and commercial aspects of Lombard pricing
- Experience in marketing to enhance Lombard promotion material like brochures, presentations, intranet/internet pages, case studies & training
- Proficiency in Microsoft Office, Bloomberg and other departmental software applications
- Relevant experience in a Lombard credit-related role, preferably in a 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 stakeholder management skills with motivation to actively influence lending business growth
- High school diploma or equivalent required; University degree in Finance, Accounting, or related field preferred
- Business English mandatory, German is an advantage
Tasks
- 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
Work Experience
- approx. 4 - 6 years
Education
- High school diploma
Languages
- English – Business Fluent
- German – Basic
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 Julius Baer 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.
About the Company
Julius Baer
Industry
FinancialServices
Description
Julius Baer enables individuals to be impactful, entrepreneurial, empowered, and to create value beyond wealth in wealth management.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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