Lombard Lending Client Advisor & Coordinator, 100% (f/m/d)
On-site · Zürich, Zurich, Switzerland
Job Summary
The Lombard Lending Client Advisor & Coordinator is responsible for loan origination, credit assessment, and Lombard loan structuring while facilitating first line credit monitoring and development of new Lombard products. Key duties include advising clients on credit opportunities, analyzing collateral risk, coordinating necessary financial information, and developing marketing materials for Lombard Lending campaigns. The role requires client-facing experience, strong knowledge of Lombard credit policies and practices, and the ability to provide training and support to other staff. A high school diploma is required, with a preference for a university degree in Finance or Accounting.
Required Qualifications
- Demonstrate a client mindset with a proactive approach
- Experience in client-facing advisory roles
- Ability to provide Lombard training to staff
- Understanding of Lombard related exposure risk management
- Relevant experience in a Lombard credit-related role
Desired Qualifications
- In-depth knowledge of Lombard credit principles
- Lombard credit structuring
- Experience in creating product-related LTV campaigns
- Proficient in Microsoft Office, Bloomberg and other relevant software
- Experience in Lombard-related pricing models and processes
- Flavour in marketing to enhance promotional material
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