Data ultimo aggiornamento: 19/04/2024 2024-07-19
Client:
A Swiss headquartered bank with a well-established and leading, global presence. The bank manages assets for HNW and UHNW private clients from all over the world, with an open architecture and dynamic, pioneering approach. Entrepreneurial of mind set, this bank would appeal to a dynamic person who is used to working within an international, fast-paced environment with like-minded freedom and lots of autonomy. The bank's services comprise the full array of banking services to include securities brokerage, investment funds, investment counselling, asset management and estate planning. The credit underwriting lombard team offers a stimulating working environment and the chance to be part of a collegial, close-knit team.
Position:
Do you have confirmed credit structuring and underwriting experience, to include premium financing? Are you looking for a new challenge and keen to move to Switzerland if not already based in the country? This could be just the job you've been waiting for as part of a super team! A hybrid role with up to 2 days from home per week and a meritocratic, autonomous working environment which is flexible and entrepreneurial. Would suit someone used to rolling up sleeves and going the extra mile as well as of a dynamic mindset.
In this regard, on top of a generalist credit solutions advisory caseload, you will be assisting the front office with ULIPs (and wrappers thereof), to include due diligence with the bank's partners (life insurance companies and brokers), with regards to Life Insurance Financing and Insurance products (as collateral) where required. This premium financing experience is therefore a must.
Working closely with the Head of the Credit Structuring of the Lombard team, within a team of around 8 people. The job can be based in either the bank's Geneva or Zurich offices as they have teams in both locations. Within this Swiss credit risk function, you and the team are responsible for the credit risk structuring, implementation and review and management of all credit loans (global) that are booked in Switzerland. To include in particular private client books from Asia and Middle East, but not limited to.
Main responsibilities:
Profile: