Senior Lombard Lending Client Advisor (Full-Time) (f/m/d)

Tasks

• Work closely with Front in a product expert capacity to advise clients on credit opportunities that align with their financial objectives and risk profile
• Analyzing Lombard collateral risks and financial margin capacity by coordinating with front-office units and clients to gather necessary client financial information
• Developing and maintaining front-office and client relationships to promote additional Lombard-related credit products and services
• Coordinate and streamline the workflow among all relevant stakeholders to ensure a seamless experience
• Advise, influence, and support both internal and external stakeholders with a focus on business growth
• 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 loans on a global basis
• 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

• Demonstrating a customer-centric mindset through a proactive and solution-oriented approach
• In-depth knowledge of Lombard loan principles, Lombard loan structuring, Lombard loan guidelines and regulations, as well as industry practices
• Experience in creating specialized product-specific LTV campaigns and new product credit lines
• 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
• Supporting the conceptual development of Lombard simulation and monitoring tools to assist customers
• Previous experience in a supervisory role, preferably in a wealth management context
• Business English is required; German is a plus

We offer