Pascal Rohner Email & Phone Number

Geneva

• Analysis and Structuring of credit facilities to private individuals, personal investment companies and/or operating companies, secured by marketable securities over all asset classes (whether in diversified or.
• Analysis and Structuring of mortgage loans in Switzerland, UK and France.
• Prepare the credit requests with detailed analysis on the borrower, the transaction, the collateral and submit it to the Credit Committee of the bank.
• Establish and follow up of the credit documentation, where required together with internal or external lawyers,
• Monitoring and remediation of shortfalls
• Involvement in credit relevant project on a case by case basis

Zurich

• Defining the rules governing the loan-to-value ratios (LTV) and correcting factors for any marketable securities (incl. Alternative Investments, Structured Products) within the security-backed lending business
• Reviewing and monitoring the LTV for all marketable securities
• Supporting the Credit Officer in monitoring challenging client positions, evaluating complex trans-actions as well as in approving explicit higher LTV and/or portfolio LTV

Zurich

• Granting, follow up and management of security-backed loans covering the East part of Switzerland
• Establishment and follow up of margins and limits of financial derivatives products for private clients
• Elaboration of follow up and prevention procedures in order to minimize the risks due to markets fluctuations

Swiss Certified Financial Analyst And Portfolio Manager

Activities and Societies: Swiss Financial Analysts Association (SFAA, AZEK-CFPI)

Bachelor In Business Administration, Zurich