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.

Tasks

• Analysis of Lombard collateral risk and the ability to increase financing through coordination with front-office units and clients during the collection of necessary client financial information
• Developing and maintaining front-office and client relationships to promote additional Lombard-related credit products and services
• Development of new Lombard-related product policies and specific first-line monitoring processes for new Lombard products
• Improving existing marketing materials, brochures, internal and external presentations, and intranet and website content to promote Lombard loans on a global scale
• Development and coordination of specific regional Lombard campaigns
• Support for 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 understanding 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
• Customer-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 risk

We offer

No information available.