JobMesh

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

Julius Baer · Zürich, Zurich, CH

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 creat...

Job 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 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 (marketing and product related risk policies and methodologies) for new Lombard offerings. It is also a business advisory 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 Str...