CH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Full-timeOn-siteSenior
Zürich
New Job?Nejo!
The AI Job Search Engine
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Structuring complex financing solutions for UHNWI clients in private banking. 10+ years in complex real estate financing for UHNWI clients required. Driving digital optimization of mortgage tools and CRM systems.
Requirements
- 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
- Deep technical knowledge of Swiss mortgage products and real estate market specifics
- Profound experience in digital and process optimization, including mortgage tools and CRM systems
- Strong understanding of FINMA regulations 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
Tasks
- Ensure adherence to credit policies and risk standards
- Oversee assessment and structuring of complex financing solutions
- Prepare and deliver credit requests to Credit Risk and Credit Committee
- Promote best practices in affordability analysis and collateral valuations
- Engage with (U)HNWI clients to deliver tailored mortgage solutions
- Collaborate with private banking and real estate experts for client 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 mortgage advisors
- Foster a culture of collaboration and client-centricity
- Strengthen advisory capabilities through coaching and skill development
- Support implementation of digital tools and process automation
- Ensure high-quality advisory processes across all regions
- Collaborate with stakeholders to optimize workflows and delivery
- Report to the Head of Real Estate within Region Western Markets & Switzerland
- Represent the mortgage advisory function in internal committees
- Provide business insights and risk assessments to senior management
Work Experience
- 10 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
- French – Basic
- Italian – Basic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Mortgage Officer(m/w/x)
Full-timeOn-siteSeniorZürich
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Structuring complex financing solutions for UHNWI clients in private banking. 10+ years in complex real estate financing for UHNWI clients required. Driving digital optimization of mortgage tools and CRM systems.
Requirements
- 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
- Deep technical knowledge of Swiss mortgage products and real estate market specifics
- Profound experience in digital and process optimization, including mortgage tools and CRM systems
- Strong understanding of FINMA regulations 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
Tasks
- Ensure adherence to credit policies and risk standards
- Oversee assessment and structuring of complex financing solutions
- Prepare and deliver credit requests to Credit Risk and Credit Committee
- Promote best practices in affordability analysis and collateral valuations
- Engage with (U)HNWI clients to deliver tailored mortgage solutions
- Collaborate with private banking and real estate experts for client 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 mortgage advisors
- Foster a culture of collaboration and client-centricity
- Strengthen advisory capabilities through coaching and skill development
- Support implementation of digital tools and process automation
- Ensure high-quality advisory processes across all regions
- Collaborate with stakeholders to optimize workflows and delivery
- Report to the Head of Real Estate within Region Western Markets & Switzerland
- Represent the mortgage advisory function in internal committees
- Provide business insights and risk assessments to senior management
Work Experience
- 10 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
- French – Basic
- Italian – Basic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Mortgage Officer(m/w/x)
Full-timeOn-siteSeniorZürich