Lombard Lending Client Advisor & Coordinator, 100% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

21 Jun, 26

Salary

0.0

Posted On

23 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Lombard Lending, Credit Structuring, Collateral Assessment, Client Advisory, Product Development, Credit Monitoring, Risk Management, Relationship Management, Policy Development, Marketing Material Enhancement, Campaign Coordination, Investment Advisory Support, Microsoft Office, Bloomberg, Pricing Models, Client Lifecycle Management

Industry

Banking

Description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Lombard Lending Client Advisor & Coordinator plays a critical role in the loan origination, credit and collateral assessment, lombard loan structuring and 1st line credit monitoring process as well as in product Lombard development (marketing and product related risk policies and methodologies) for new Lombard offerings. It is also a business advisory & coordination role to enable global Lombard Lending growth. The role is a mixture between a Lombard product specialist, a Front and client-facing advisory and an internal product specialist and ambassador role for Lombard Lending. YOUR CHALLENGE Advise clients in a tandem approach with Front in a product expert role about credit opportunities aligned with the client’s financial objectives and risk profile Analyse Lombard collateral risk and financial top up capability by coordinating with Front units and clients in gathering necessary client financial information and work in the intersection between Front, Credit Structuring (if applicable) and Credit Risk Management in enabling further Lombard Lending growth Develop and maintain Front and client relationships to promote additional Lombard related credit products and services Develop new Lombard related product policies and specific first line monitoring processes for new Lombard products Enhance existing marketing material, brochures, internal and external presentations and intranet and internet pages to promote Lombard Lending on a global basis Create and coordinate specific regional Lombard campaigns Support the product investment solution units in Investment Advisory, Wealth Planners, Cross Asset Sale and Trading YOUR PROFILE Demonstrate a client mindset with a proactive and solution-oriented approach In-depth knowledge of Lombard credit principles, Lombard credit structuring, Lombard credit policies and regulations, and industry practices Experience in the creation of special product-related LTV campaigns and new product credit policies for specific Lombard lending areas Client-facing and advisory experience in negotiating and structuring Lombard solutions including cash, guarantee and derivative trading usage Able to give credit Lombard training to client facing staff to enable them to identify Lending client needs and enable them to advise them appropriately Understand the monitoring aspects of Lombard related exposure risk management from a collateral and client top up point of view Support the conceptional development of Lombard simulation and monitoring tools to enhance client lifecycle management in a sophisticated way Experience in Lombard related pricing models, pricing exception approval processes and all commercial aspects related to Lombard pricing Flavour in marketing to enhance Lombard related promotion material like brochures, presentations, intranet/ internet pages, case studies & training Proficient in Microsoft Office, Bloomberg and other software applications used by the department 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 We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

This role involves advising clients on credit opportunities through Lombard loan structuring, assessing collateral risk, and coordinating with various internal units like Front, Credit Structuring, and Credit Risk Management to facilitate loan growth. Additionally, the advisor will develop and maintain client relationships, create new product policies, and enhance marketing materials for Lombard Lending globally.