LGT Wealth Management
Finance
CreditServicesManager
“Credit Services Manager at LGT Wealth Management. Skills: credit analysis, credit risk, lending solutions, risk management, credit portfolio risk. managing the full credit lifecycle end to end. Partnering closely with Investment Advisers to translate client borrowing needs into approved, compliant credit solutions”
What You'll Achieve.
enabling adviser success; protecting the business; client growth
Industry & Context.
judgement calls; risk awareness
What They're Looking For.
Must Have
experience in credit analysis or credit risk, Exposure to secured lending such as Lombard lending, margin lending or mortgages, A high level of attention to detail, particularly across documentation, systems and monitoring, The ability to remain calm and structured under pressure, especially during margin calls or breaches, Sound commercial judgement paired with risk awareness, Comfort working in credit systems
Nice to Have
Lombard experience is advantageous but not essential, Avaloq experience helpful but not mandatory, An interest in process improvement, technology, automation or change initiatives
What You'll Do.
managing the full credit lifecycle end to end
Partnering closely with Investment Advisers to translate client borrowing needs into approved
compliant credit solutions
Assessing and preparing Lombard credit applications
periodic reviews and submissions for approval
Executing approved transactions
including documentation
security perfection and system setup
Ensuring accurate facility
collateral and margin setup within Avaloq or equivalent systems
Actively monitoring credit exposures
margin positions and breaches
managing margin calls calmly and effectively
Identifying and escalating complex
structured or non‑standard credit requests
Monitoring credit portfolio risk
including stress testing and risk reporting
Supporting credit policy enhancements
process improvement initiatives
Assisting with regulatory reporting
exception management and non‑performing loans where required
manage a live portfolio of facilities
work within local and global credit frameworks
How You'll Work.
Team & Collaboration
Partnering closely with Investment Advisers; working closely with advisers; supportive, collaborative culture
Communication Scope
best-in-class advice
Process & Methodology
process improvement initiatives, UAT, projects
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