Lombard Lending Client Advisor & Coordinator; f​/m​/d

Overview

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, and empowered. The Lombard Lending Client Advisor & Coordinator plays a critical role in loan origination, credit and collateral assessment, Lombard loan structuring, and first‑line credit monitoring, while also contributing to Lombard product development and growth.

• Advise clients in tandem with Front on credit opportunities aligned with their financial objectives and risk profiles.
• Analyse Lombard collateral risk and client top‑up capability, coordinating with Front units and clients to gather necessary financial information.
• Work at the intersection of Front, Credit Structuring, and Credit Risk Management to enable Lombard lending growth.
• Develop and maintain Front and client relationships to promote additional Lombard credit products and services.
• Create and monitor new Lombard product policies and first‑line monitoring processes.
• Enhance marketing material, brochures, internal and external presentations, and intranet pages to promote Lombard Lending globally.
• Coordinate regional Lombard campaigns and support product investment solution units in advisory, wealth planning, cross‑asset sale, and trading.
• Provide Lombard training to client‑facing staff to identify lending needs and advise clients appropriately.

• Client‑mindset with a proactive and solution‑oriented approach.
• In‑depth knowledge of Lombard credit principles, structuring, policies, regulations, and industry practices.
• Experience creating special product‑related LTV campaigns and new product credit policies for specific Lombard lending areas.
• Client‑facing and advisory experience negotiating and structuring Lombard solutions (cash, guarantee, and derivative trading).
• Understanding of monitoring aspects of Lombard exposure risk management from collateral and client top‑up perspectives.
• Experience in Lombard simulation and monitoring tool development to enhance client lifecycle management.
• Experience with Lombard pricing models, pricing exception approval processes, and commercial aspects related to Lombard pricing.
• Flavour in marketing to enhance Lombard promotion material (brochures, presentations, intranet, case studies, & training).
• Proficiency in Microsoft Office, Bloomberg, and other relevant software.
• Relevant experience in a Lombard credit‑related role, preferably in a large bank with significant Lombard exposure to high‑net‑worth clients.
• High school diploma or equivalent required; university degree in Finance, Accounting, or related field preferred.