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

Julius Baer

In-depth knowledge of lombard credit principles
Client-facing advisory experience in structuring solutions
Experience with lombard pricing models and policies
The role serves as a critical bridge between front-office client relationships, credit structuring, and risk management for global Lombard Lending growth

Job Summary

  • The role serves as a critical bridge between front-office client relationships, credit structuring, and risk management for global Lombard Lending growth.
  • Candidates will advise high-net-worth clients on credit opportunities aligned with their financial objectives while managing collateral risk and top-up capabilities.
  • The position involves developing new product policies, monitoring processes, and supporting regional campaigns to promote Lombard Lending services.

Matching Summary

The role serves as a critical bridge between front-office client relationships, credit structuring, and risk management for global Lombard Lending growth.

Skills & Requirements

Must-have

  • In-depth knowledge of Lombard credit principles
  • Client-facing advisory experience in structuring solutions
  • Experience with Lombard pricing models and policies

Nice-to-have

  • Flavour in marketing to enhance promotion material
  • Proven track record in developing lending offerings
  • German language skills as an advantage

Key Requirements

  • University degree in Finance, Accounting, or related field preferred
  • Relevant experience in a Lombard credit-related role within a large bank
  • Business English is mandatory; German is an advantage

Work Rights

Not specified

Tailored Resume

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