Senior Lombard Lending Client Advisor 100% (f/m/d)

Julius Baer

Lombard credit principles
Lombard credit structuring
Client-facing advisory
The Senior Lombard Lending Client Advisor 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

Job Summary

  • The Senior Lombard Lending Client Advisor 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.
  • 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.
  • Demonstrate a client mindset with a proactive and solution-oriented approach.

Matching Summary

The Senior Lombard Lending Client Advisor 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.

Skills & Requirements

Must-have

  • Lombard credit principles
  • Lombard credit structuring
  • client-facing advisory
  • collateral risk analysis
  • credit monitoring processes
  • stakeholder management

Nice-to-have

  • entrepreneurial mindset
  • solution-oriented approach
  • business advisory role
  • marketing enhancement skills

Key Requirements

  • Relevant experience in a Lombard credit-related role
  • First line experience
  • High school diploma or equivalent required
  • University degree in Finance, Accounting, or related field preferred
  • Business English is mandatory

Work Rights

Not specified

Tailored Resume

Cover Letter