Lombard Product Specialist

We are looking for a Lombard Product Specialist to help expand our client's presence in Switzerland.

About the job:

• Take ownership of Lombard lending expertise, supporting client engagements and providing specialist knowledge of the Swiss market.

• Act as a subject matter expert on Swiss Lombard lending products, market practices, operational processes and regulatory requirements.

• Review and respond to Requests for Proposals (RFPs), ensuring client requirements are properly understood, interpreted and addressed.

• Translate client needs into clear product and technical requirements, working closely with internal stakeholders.

• Coordinate with international product, technology and commercial teams to ensure solutions are aligned with Swiss banking requirements.

• Support the full deal execution process, from initial client discussions and requirements gathering through to contract signature.

• Provide specialist input on collateral types, loan-to-value (LTV) structures, margining, breach and trigger management, and reporting.

• Advise on the structure and operational management of Lombard lending portfolios within Swiss financial institutions.

• Contribute to the development and refinement of product propositions to ensure alignment with local market expectations.

• Build and maintain strong relationships with relevant stakeholders across the Swiss private banking and wealth management industry.

• Act as a key point of contact for Swiss market-specific product and operational matters.

• Work autonomously, taking ownership of projects and contributing to the successful delivery of commercial and client-related objectives.

About the candidate:

• Approximately 5–10 years of relevant experience in Lombard lending, ideally within a Swiss private bank or a consultancy advising private banking institutions.

• Strong technical understanding of Lombard lending products and processes, including:

  • Different collateral types and asset classes.

  • Loan-to-value (LTV) calculations and structures.

  • Margining processes and collateral monitoring.

  • Breach analysis and trigger management.

  • Reporting requirements and operational workflows.

• Good understanding of the Swiss private banking landscape, including the main market participants and the structure of their Lombard lending businesses.

• Knowledge of the Swiss regulatory framework and local market practices.

• Proven ability to analyse complex client requirements, interpret RFPs and translate them into actionable product and technical specifications.

• Experience managing client engagements and coordinating multiple stakeholders through to successful deal execution.

• Fluent in both German and English. Swiss German would be a strong advantage.

• Excellent communication and stakeholder management skills, with the ability to interact confidently with both technical and commercial teams.

• Strong analytical and problem-solving capabilities, combined with a structured and pragmatic approach.

• Entrepreneurial mindset, proactive attitude and ability to work independently in a lean, fast-paced environment.

• Comfortable operating at the intersection of financial services, product, technology and commercial execution.

• Previous experience with banking technology providers or financial software vendors would be advantageous.

• An established network within Swiss private banking, wealth management or family office environments would be beneficial.