Lombard Lending Client Advisor & Coordinator, 100% (f/m/d)

Julius Baer

Lombard credit principles
Lombard credit structuring
Lombard credit policies
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

Job Summary

  • 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.
  • 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.
  • Develop and maintain Front and client relationships to promote additional Lombard related credit products and services.

Matching Summary

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.

Skills & Requirements

Must-have

  • Lombard credit principles
  • Lombard credit structuring
  • Lombard credit policies
  • Client-facing advisory
  • Collateral risk analysis
  • Product development for lending

Nice-to-have

  • Entrepreneurial mindset
  • Solution-oriented approach
  • Marketing promotion material enhancement
  • Client lifecycle management tools

Key Requirements

  • In-depth knowledge of Lombard credit principles
  • Experience in product-related LTV campaigns
  • Client-facing and advisory experience
  • High school diploma or equivalent required
  • University degree in Finance, Accounting, or related field preferred

Work Rights

Not specified

Tailored Resume

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