Lombard and Mortgage Lending Specialist bei UBS

Do you have extensive experience dealing with Wealth Management clients and financing products? Do you enjoy managing multiple stakeholders in a dynamic deal-oriented environment? Are you well-known for your ability to solve client liability management needs?

We’re looking for someone like that who can:

• function as a single point of contact to client advisors throughout the Lombard and Mortgage loan process from end to end, supporting their efforts to broaden their existing client relationships through additional financing products and services
• identify client needs, originate and structure client credit facility requests, including completing due diligence and first-line assessment prior to submitting for credit approval
• offer support during each stage of the transaction lifecycle, from origination to execution to ongoing maintenance of bespoke financing solutions
• promote the appropriate use of leverage to client advisors and clients by generating and driving sales strategy
• support lending product maintenance, risk management, ongoing monitoring, reporting and pricing activities
• manage the loans and deposits product risk and control requirements to ensure compliance in all areas

Sydney

Full Time

Australia

Product Management and Development, Sales

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

UBS Business Solutions SA
UBS Recruiting

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.

You’ll be working in the Global Lending Unit Lombard, Mortgage and Banking team in Australia. Global Lending Unit is a team with an entrepreneurial and proactive approach, working closely with a large variety of clients, client advisors, control functions and in a dynamic environment where collaboration is key to deliver tailored holistic solutions to our clients.
We’re responsible for driving growth in lending transactions, credit volumes and revenues by providing solutions to match the needs and objectives of our local Global Wealth Management clients. You'll play an important role in the origination and execution of transactions, as well as managing the Australia deposits and loans portfolio.
In addition, as a product specialist working seamlessly together with many other parts of our business, you’ll help ensure that our offering reaches every suitable client in the simplest and most impactful way.

• a university degree or equivalent experience
• knowledge and experience with Lombard lending (margin lending) and Mortgage lending in Australia
• several years' experience structuring/underwriting complex loans for high net worth clients, or experience as a loan officer
• methodical, concise and accurate work style, with a strong attention to detail and the ability to analyze financing product risk and regulatory issues
• collaborative team member with sharp analytical and problem-solving skills
• an outstanding communicator with strong interpersonal skills


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UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

We may request you to complete one or more assessments during the application process. Learn more