Lombard Credit Officer 100% (f/m/d) - (Contract through our external payroll partner with immediate start until 23.12.2026) — Julius Baer
CHF 73'500 - 111'500
Julius Baer · Zurich (ZH)
- Location
- Zurich
- Contract
- other
- Posted
- —
SalaryCHF 73'500 - 111'500
Role overview
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.
Let’s shape the future of wealth management together.
Responsible for all Lombard risk aspects of a portfolio of domestic and international private banking clients.
- At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.
- Let’s shape the future of wealth management together.
- University Bachelor degree or completed studies at a university of applied sciences (economics, banking, finance, law), or equivalent education or professional experience
- Several years of professional experience in the credit sector (in particular Lombard credit) is an advantage
Key requirements
- University Bachelor degree or completed studies at a university of applied sciences (economics, banking, finance, law), or equivalent education or professional experience
- Several years of professional experience in the credit sector (in particular Lombard credit) is an advantage
- Solid technical knowledge regarding the handling of life insurance policies (wrappers, ULIPs) is a plus
- Interest in the functioning of financial markets and financial institutions
- Good IT skills (Word, Excel, PowerPoint) and excellent analytical skills
- Independent, reliable, and team-oriented personality
- Solution oriented with problem solving and negotiating skills
- Strong analytical skills, developed awareness in legal, tax and reputational issues
Application process
- Application of special lending values and margin terms on client specific level
- Ongoing monitoring of credit exposure; resolving of collateral shortfalls and limit excesses, including issuance of margin calls Regular review of approved limits
- Administration duties, e.g. fixed term loans approval, payment and securities releases and proper credit documentation
- Deputize other Credit Officers in their absence
- Support relationship managers and other stakeholders in all credit related matters, establish regular and proactive contact as well as providing ongoing credit training
- Contribution in credit related projects and process improvements
- Work with legal to draft non-standard documents related to credit transactions
- Preparation and performing of training session for Credit Officer and Relationship Manager
Company and context
- Personality with good organizational and operational skills and ability to work under high pressure Sense of integrity and discretion
- Excellent communication and solid presentation skills Perseverance and persistence
- Excellent German and English language skills (written and spoken), any additional languages are an advantage
Additional details
- Provide credit advisory service to internal clients and work hand-in-hand with RMs /first line of defense to customise appropriate solutions to the end clients.
- Ongoing monitoring of credit exposure; resolving of collateral shortfalls and limit excesses, including issuance of margin calls Regular review of approved limits
- Personality with good organizational and operational skills and ability to work under high pressure Sense of integrity and discretion
- Excellent communication and solid presentation skills Perseverance and persistence
Notes and original content
- YOUR CHALLENGE
- Ongoing monitoring of credit exposure; resolving of collateral shortfalls and limit excesses, including issuance of margin calls
- Regular review of approved limits
- YOUR PROFILE
- Personality with good organizational and operational skills and ability to work under high pressure
- Sense of integrity and discretion
- Excellent communication and solid presentation skills
- Perseverance and persistence
