Credit Officer

vor 1 Monat

Zürich, Zürich, Schweiz Rothschild & Co Vollzeit

About Rothschild & Co

Rothschild & Co is a leading global financial services group with a rich history spanning over 200 years. Our expertise and global network enable us to provide a unique perspective that makes a meaningful difference to our clients, communities, and planet.

We have 4,200 talented specialists on the ground in over 40 countries, delivering a distinct global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management, and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. We are committed to an inclusive and supportive environment where diversity and different perspectives are valued.

Role Overview

We are seeking an experienced credit officer to join our established team of credit specialists based in Zurich. The successful candidate will be responsible for structuring, processing, and monitoring Lombard loans and other lending products for our ultra-high net worth client base.

Key Responsibilities

  • Analysing and structuring loans in accordance with our standard lending parameters or on a bespoke basis for more complex cases
  • Liaising with and supporting the front office in relation to client lending queries
  • Monitoring existing loans and performing annual reviews in accordance with policy
  • Carefully analysing and checking credit orders in Avaloq
  • Performing daily credit monitoring for all types of different credit transactions
  • Following and maintaining the credit policy and applying collateral shortfalls, margin calls, and liquidation events
  • Preparing standard and complex credit applications for approval and liaising with front office teams and other departments
  • Overseeing the documentation process for new loans and amendments to existing loans
  • Preparing regular in-depth credit analysis and management reports
  • Supporting the team with project work related to credit topics

Requirements

  • Bank apprenticeship and/or Bachelor in Banking and Finance
  • At least 5 years of relevant experience within the credit department of a Swiss bank, including experience in Lombard lending
  • Knowledge and interest in financial markets
  • Fluent in German and English (written and oral)
  • Advanced knowledge of Microsoft office products, with a focus on Excel and PPT
  • Experience of lending secured by (life) insurance and universal life insurance business is a plus
  • Avaloq user experience is an additional asset

Benefits

  • We provide a range of healthcare services and benefits to support the health and wellbeing of our employees
  • We offer in-house trainings and tuition assistance for further education and training courses
  • We are conducive to creating a working environment and culture where people can succeed

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