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
• Analyze Lombard collateral risks and financial capacity for additional lending 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 enable further growth in Lombard lending
• 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 parties to ensure a seamless experience
• Advise, influence, and support 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 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

• A customer-focused mindset with 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 with Lombard-related pricing models, pricing exemption processes, and all commercial aspects related to Lombard pricing
• Marketing expertise to improve Lombard-related promotional materials such as brochures, presentations, intranet/website pages, case studies, and training programs
• 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
• Front-line experience and a proven track record in developing a loan product within a bank
• Strong stakeholder management skills combined with the motivation to actively influence the growth of the lending business
• High school diploma or equivalent required; a university degree in finance, accounting, or a related field is preferred
• Business English is required; German is a plus

We offer