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 loan products and services
• Development of new 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 loans on a global scale
• Development and coordination of specific regional Lombard campaigns
• Support for the product, investment, and solutions units in investment advisory, wealth planning, cross-asset sales, and trading

Requirements

The following requirements apply to this position:

• Understanding the monitoring of Lombard-related exposure risks from the perspective of collateral and customer top-ups
• Ability to conduct credit and collateral training for customer-facing staff to enable them to identify customer needs and provide appropriate advice
• Understanding the aspects of monitoring Lombard-related exposure risks from the perspective of collateral and customer top-ups
• Support for the conceptual development of Lombard simulation and monitoring tools to enhance customer lifecycle management in a sophisticated manner
• Experience with Lombard-related pricing models, pricing exemption processes, and all commercial aspects related to Lombard rates
• Proficiency in Microsoft Office, Bloomberg, and other software applications used by the department
• Relevant experience in a Lombard loan-related role, preferably at a major bank with significant Lombard exposure to high-net-worth clients
• High school diploma or equivalent required; a college degree in finance, accounting, or a related field is preferred

We offer

We offer a challenging and varied role in a dynamic environment.