Lombard Lending Client Advisor&Coordinator, 100% (f/m/d), Zürich (Kreis 11)

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. Key Responsibilities

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. Requirements

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 tooldevelopment 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.

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