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Switzerland - Western Switzerland, Switzerland - Zürich
Sales
Global Wealth Management

Job Reference #

235277BR

City

Carouge, Zürich

Job Type

Full Time

Your role

Are you a people person with enthusiasm for markets, a background in Lombard lending and preferably a working knowledge in derivatives margining? We are looking for someone to:

  • function as 1st line of defense underwriter for medium complexity Lombard lending transactions, including margin requirements for derivatives trading
  • coach Client Advisors and Clients on benefits & risks, structures and pricing of Lombard transactions
  • promote the suitable use of loans to Client Advisors and Clients as well as key internal stakeholders by driving strategy and tactics to increase delivery of bespoke lending solutions to clients
  • contribute to the Bank’s loan book revenue and asset growth via driving marketing efforts
  • work closely with colleagues to constantly improve the Bank’s overall Lending & Deposits offering such as product shelf and digital channels

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You’ll be working in the UBS Global Wealth Management Division in the Lombard Distribution team in either Zürich or Geneva, Switzerland. We provide our Client Advisors and Clients with high quality and tailor-made Lending product solutions, including Lombard and Structured Financing. Our role is to drive transaction volume and revenue in our business by providing financing solutions to match our Clients’ specific needs and circumstances.


Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

  • a minimum of 3-5 years’ experience in the financial services industry, ideally in lending/credit, e.g. as a credit officer, salesperson or originator
  • robust credit assessment skills for medium complexity lending situations to be able to serve as the initial deal underwriter, with your assessment reflected in the form of a holistic credit memorandum
  • a strong understanding of investment solutions in the private banking and/or corporate banking market, preferably with a solid knowledge of margin requirements for derivative trading
  • familiarity with relevant regulations in relation to financing solutions
  • an excellent command of English (additional languages are a clear plus)
  • highly professional, reliable, analytical and detail-oriented
  • an excellent communicator able to structure information and deliver messages in a clear and convincing manner
  • composed and able to work under pressure, handling complex situations and relationships / stakeholder management, delivering against tight deadlines whilst maintaining a high attention to detail

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That’s what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We’re a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Contact Details

UBS HR Recruiting Switzerland

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Deadline: 10-05-2024

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