CH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
Neuer Job?Nejo!
Die KI-Suchmaschine für Jobs
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Structuring complex property financing for private banking clients, ensuring FINMA compliance. 10+ years in complex real estate financing for (U)HNWI clients required. Focus on digital process optimization for mortgage tools.
Anforderungen
- University degree in Finance, Banking, Economics, Law or equivalent and/or Swiss Banking education with further professional education
- 10+ years of experience in Swiss mortgage advisory and complex real estate financing
- Professional background in private banking, wealth management, or Swiss universal bank with exposure to (U)HNWI clients
- Deep technical knowledge of Swiss mortgage products, affordability rules, collateral valuation and real estate market specifics
- Profound experience in digital and process optimization, including mortgage tools and CRM systems
- Strong understanding of FINMA regulations, credit policy application and risk frameworks
- Demonstrated strengths in client and senior stakeholder management
- Successful track record in strategic leadership and business development
- Fluency in German and English, French and/or Italian highly advantageous
Aufgaben
- Oversee mortgage advisory and sales activities across Switzerland
- Ensure compliance with credit policies, FINMA regulations, and risk standards
- Assess, structure, and present complex financing solutions for properties
- Prepare and deliver credit requests to Credit Risk and the Credit Committee
- Promote best practices in affordability analysis and collateral valuations
- Engage with (U)HNWI clients to provide tailored mortgage solutions
- Collaborate with private banking and real estate experts for integrated coverage
- Represent the mortgage advisory function in client meetings and pitches
- Shape and execute the client and product strategy for mortgage financing
- Identify opportunities to enhance client value and operational efficiency
- Act as a senior partner to the Head of Real Estate and leadership teams
- Lead and develop a high-performing team of 12–15 mortgage advisors
- Foster a culture of excellence, collaboration, and client-centricity
- Strengthen advisory capabilities through coaching and skill development
- Support the implementation of digital tools and process automation
- Ensure high-quality advisory processes and documentation standards
- Collaborate with stakeholders to optimize workflows and streamline delivery
- Report to the Head of Real Estate and represent the mortgage advisory function
- Provide business insights and risk assessments to senior management
Berufserfahrung
- 10 Jahre
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
- Französisch – Grundkenntnisse
- Italienisch – Grundkenntnisse
Tools & Technologien
- CRM systems
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Mortgage Officer(m/w/x)
Vollzeitnur vor OrtSeniorZürich
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Structuring complex property financing for private banking clients, ensuring FINMA compliance. 10+ years in complex real estate financing for (U)HNWI clients required. Focus on digital process optimization for mortgage tools.
Anforderungen
- University degree in Finance, Banking, Economics, Law or equivalent and/or Swiss Banking education with further professional education
- 10+ years of experience in Swiss mortgage advisory and complex real estate financing
- Professional background in private banking, wealth management, or Swiss universal bank with exposure to (U)HNWI clients
- Deep technical knowledge of Swiss mortgage products, affordability rules, collateral valuation and real estate market specifics
- Profound experience in digital and process optimization, including mortgage tools and CRM systems
- Strong understanding of FINMA regulations, credit policy application and risk frameworks
- Demonstrated strengths in client and senior stakeholder management
- Successful track record in strategic leadership and business development
- Fluency in German and English, French and/or Italian highly advantageous
Aufgaben
- Oversee mortgage advisory and sales activities across Switzerland
- Ensure compliance with credit policies, FINMA regulations, and risk standards
- Assess, structure, and present complex financing solutions for properties
- Prepare and deliver credit requests to Credit Risk and the Credit Committee
- Promote best practices in affordability analysis and collateral valuations
- Engage with (U)HNWI clients to provide tailored mortgage solutions
- Collaborate with private banking and real estate experts for integrated coverage
- Represent the mortgage advisory function in client meetings and pitches
- Shape and execute the client and product strategy for mortgage financing
- Identify opportunities to enhance client value and operational efficiency
- Act as a senior partner to the Head of Real Estate and leadership teams
- Lead and develop a high-performing team of 12–15 mortgage advisors
- Foster a culture of excellence, collaboration, and client-centricity
- Strengthen advisory capabilities through coaching and skill development
- Support the implementation of digital tools and process automation
- Ensure high-quality advisory processes and documentation standards
- Collaborate with stakeholders to optimize workflows and streamline delivery
- Report to the Head of Real Estate and represent the mortgage advisory function
- Provide business insights and risk assessments to senior management
Berufserfahrung
- 10 Jahre
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
- Französisch – Grundkenntnisse
- Italienisch – Grundkenntnisse
Tools & Technologien
- CRM systems
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
CH10 - BJB Bank Julius Baer & Co. Ltd.
Branche
FinancialServices
Beschreibung
The company is focused on wealth management, providing personalized financial services and solutions to clients.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Mortgage Officer(m/w/x)
Vollzeitnur vor OrtSeniorZürich