Lombard Lending Client Advisor & Coordinator, Full-Time (f/m/d)

Job description

The position of Lombard Lending Client Advisor & Coordinator plays a critical role in lending, credit and collateral assessment, Lombard loan structuring, and first-line credit monitoring, as well as in product development (marketing and product-specific risk policies and methodologies) for new Lombard offerings. It is also a business advisory and coordination role designed to facilitate the global growth of Lombard loans. The role is responsible for the client’s financial objectives and risk profile.

Tasks

• Analyze Lombard collateral risk and financial capacity for additional financing by coordinating with front-office units and clients to gather necessary client financial information, and work in collaboration with the front office, credit structuring (if applicable), and credit risk management to facilitate further growth in Lombard lending
• Develop and maintain front-office 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
• Improve existing marketing materials, brochures, internal and external presentations, and intranet and website content to promote Lombard loans on a global scale
• Developing and coordinating specific regional Lombard campaigns
• Supporting the product investment solution units in Investment Advisory, Wealth Planners, Cross-Asset Sales, and Trading

Requirements

• A customer-focused mindset with a proactive and solution-oriented approach
• In-depth knowledge of Lombard loan principles, Lombard loan structuring, Lombard loan policies and regulations, as well as industry practices
• Experience in developing specialized product-specific LTV campaigns and new product credit policies for specific Lombard loan segments
• Client-focused and advisory experience in negotiating and structuring Lombard solutions, including cash, collateral, and derivatives trading
• Ability to conduct credit and collateral training for customer-facing staff to enable them to identify customer needs and provide appropriate advice
• Understanding the monitoring aspects of Lombard-related exposure risk management from the perspective of security and customer margin calls
• Supporting the conceptual development of Lombard simulation and monitoring tools to enhance the customer experience

We offer

No information available.