Lombard Lending Client Advisor & Coordinator

Tasks

The position of Lombard Lending Client Advisor & Coordinator involves the following responsibilities:

• Analysis of Lombard collateral risks and financial capacity for additional financing through coordination with front-office units and clients during the collection of necessary client financial information
• Developing and maintaining relationships with customers and front-office units to promote additional Lombard-related credit products and services
• Development of new Lombard-related product guidelines and specific first-line monitoring processes for new Lombard products
• Improving existing marketing materials, brochures, internal and external presentations, and intranet and website pages to promote Lombard Lending on a global scale
• Development and coordination of specific regional Lombard campaigns
• Support for the Product Investment Solutions units in Investment Advisory, Wealth Planners, Cross-Asset Sales, and Trading

Requirements

The following requirements apply to this position:

• A customer-focused mindset with a proactive and solution-oriented approach
• In-depth understanding of Lombard loan principles, Lombard loan structuring, Lombard loan guidelines and regulations, as well as industry practices
• Experience in developing specialized product-specific LTV campaigns and new product credit guidelines for specific Lombard lending 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 collateral and customer top-ups
• Support for the conceptual development of Lombard simulation and monitoring tools to enhance the customer lifecycle management process in a sophisticated manner
• Experience with Lombard-related pricing models, pricing exemption processes, and all commercial aspects related to Lombard rates

We offer

The exact description of the services offered is not specified.