Credit Lombard Specialist - Director



Infos sur l'emploi

  • Date de publication :

    20 juin 2024
  • Taux d'activité :

  • Type de contrat :

    Durée indéterminée
  • Lieu de travail :



A leading, privately-owned Banking Group with Swiss headquarters and a large global presence. Long-established, with a very strong balance sheet and credit rating. The Bank offers dynamic and bespoke services in investment advisory and asset management to private wealth and institutional clients. A Bank with strong care values, a sustainable approach and of human size.

An entrepreneurial, fast-paced and driven place to work with an international mindset. An employer who values their employees, provides a meritocratic place to work and good visibility/responsibility. Our Client offers something refreshing, and out of the ordinary on the Swiss banking job market in this space, making them an attractive proposition for even the most passive job seeker!

Finders are exclusive on this mandate. We have worked with this Bank for many years on their key hires - thus able to explain well the culture and working environment to any potentially suitable applicant.


Able to be based out of our Client's Basel or Zurich office, so this is flexible. A unique opportunity on the Private Banking credit jobs market place. A Director level position, that should not be missed! Do you have confirmed credit structuring and advisory experience from Private Banking or equivalent? This could be just the position you've been waiting for as part of a busy, medium-sized team which is offering something "much more" than the usual "plain vanilla" Credit Lombard role.

The team in question is an experienced one, with a lot of solidarity and working with a holistic and pragmatic approach. A super team head who is very supportive and really takes an interest - working closely with you, at the same time offering autonomy, with a lot of freedom. Great exposure in terms of global transactions (non-standard, complex etc). This is a key and strategic hire for the Bank.

Main responsibilities:

  • Management of Lombard credits and Structured Lombard credit transactions, advisory to Relationship Managers, Department and Regional Heads, risk-appropriate credit analyses based on the Bank's Credit Policy, credit decisions and transaction execution
  • Provide solutions and risk-oriented credit sales support, pro-actively working with Private Banking teams and key stakeholders in structuring standard and non-standard credit proposals
  • Propose credit transactions to the relevant authority level and execution of approved transactions
  • Promote an integrated team and share knowledge, experience and best practices
  • Provide ongoing support to Management with regard to the identification and management of credit risks using a holistic approach; support in structuring new credit products, drafting policies and guidelines, project management
  • Business-minded, you will at the same time be promoting a strong risk culture - improving coordination and communication within the Bank's national and international network


  • University degree in Finance, Economics, Business or similar
  • Minimum of around 10 years'+ experience in Credit Advisory or Credit Structuring + Lombard , preferably from a private bank
  • A positive team player who is willing to always work as part of a team towards a common goal
  • Proven track record as regards national and international financial markets from a credit risk perspective
  • Ability to work independently and under pressure in a very busy environment
  • Strong analytical and technical skills of paramount importance
  • A constructive person who can add value, no job too big, nor too small
  • Strong MS Office skills, knowledge of Avaloq a plus but not a must
  • You are flexible, resilient and open-minded -happy to go the extra mile
  • A roll-up-sleeves, self-starter, who "gets things done"
  • Solution-oriented and pragmatic
  • Excellent communication skills and comfortable to be in regular contact with various stakeholders (Front Office, Legal, Compliance etc)
  • Fluent in English; any French or German a plus
  • Eligible for Switzerland work visa, if not already based locally
  • This is an office-based role -able to be based out of our Client's Basel or Zurich office (no home office)


  • Sally Trigues