Julius Baer
Senior Lombard Lending Client Advisor(m/w/x)
Full-timeOn-siteSenior
Zürich
New Job?Nejo!
Your personal AI career agent
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Lombard Lending Client Advisor(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
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
- 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
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 – Native
- 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 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.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Lombard Lending Client Advisor & Coordinator(m/w/x)
Full-timeOn-siteExperiencedZürich - Banque Internationale à Luxembourg (Suisse) SA
Credit Structuring Specialist(m/w/x)
Full-timeOn-siteSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Senior Relationship Manager(m/w/x)
Full-timeOn-siteSeniorZürich
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Lombard Lending Client Advisor(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
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
- 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
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 – Native
- 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 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.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
Julius Baer is a leading wealth management company focused on creating value beyond wealth.
Not a perfect match?
- Julius Baer
Senior Lombard Lending Client Advisor(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Lombard Lending Client Advisor & Coordinator(m/w/x)
Full-timeOn-siteExperiencedZürich - Banque Internationale à Luxembourg (Suisse) SA
Credit Structuring Specialist(m/w/x)
Full-timeOn-siteSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Senior Relationship Manager(m/w/x)
Full-timeOn-siteSeniorZürich