Account Manager Lombard and Mortgage Credits
Join to apply for the Account Manager Lombard and Mortgage Credits role at coni+partner AG
About the company: coni + partner, established in 1993, is a consultancy company headquartered in Zurich with subsidiaries in Düsseldorf and Shanghai. We specialize in tailored staffing solutions that align with corporate culture by matching professional skills, references, and personal and social skills of candidates.
Our client: An international Private Bank in Liechtenstein. We are seeking a Credit Specialist (m, f, d) for investment products of banks and insurance companies.
Key responsibilities:
1. Analysis and development of individual financing solutions for international clients.
2. Assessing new credit proposals for mortgages and Lombard lending (including standard and complex/unusual cases) and drafting credit papers and approval documents.
3. Advising client advisers on credit structuring and solutions, including unit-linked insurance products.
4. Serving as the key contact for Swiss mortgages within the credit team, with comprehensive knowledge of the Swiss HNW residential mortgage market and regulations.
5. Processing and handling complex credit transactions independently.
6. Presenting to management, committees, and boards.
7. Performing affordability assessments and due diligence.
8. Analyzing collateral security, including portfolio analysis, and reviewing LTV levels.
9. Maintaining policies, procedures, and ensuring regulatory compliance.
10. Drafting legal documentation and maintaining legal records, collaborating with Legal & Compliance.
11. Managing mortgage administration, including property valuations and registration processes.
12. Preparing credit monitoring instruments.
13. Monitoring and controlling credit risk exposure, margin management, and policy adherence.
Qualifications:
* Apprenticeship or studies in banking and finance.
* Strong analytical skills and the ability to understand business and credit situations.
* Experience in Swiss residential mortgage business within a Swiss bank’s credit department, including Lombard lending.
* Solution-oriented approach with a commercial mindset.
* Ability to maintain high credit standards and work accurately under tight deadlines.
* Proficiency in MS Office (Excel, PowerPoint).
* Strong communication and interpersonal skills.
* Fluent in German and English.
If interested, please apply via email to contact@coni-partner.com. For more information, contact Mr. Ivano Coni at +41 44 254 90 10, who is available to discuss your professional development.
coni + partner ag
Ivano Coni, Managing Director
Klosbachstrasse 107, CH-8032 Zürich
Tel.: +41 44 254 90 10
Additional details:
* Seniority level: Entry level
* Employment type: Full-time
* Job function: Finance
* Industries: Business Consulting and Services
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