CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Full-timeOn-siteSenior
Lugano
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Lugano
Full-timeOn-siteSenior
Nejo AI Summary
Structuring complex mortgage deals and real estate financing for wealth management clients. 7+ years in Swiss mortgage advisory and private banking background required. Personalized client service focus.
Requirements
- 7+ years of experience in Swiss mortgage advisory and complex real estate financing
- Professional background in private banking, wealth management, or a Swiss universal bank
- Deep technical knowledge of Swiss mortgage products, affordability rules, collateral valuation and real estate market specifics
- Customer-centric mindset, excellent communication skills, and analytical thinking
- Strong understanding of FINMA regulations, credit policy application, and risk frameworks
- Fluency in Italian and English; French and German as additional assets
Tasks
- Manage end-to-end mortgage advisory and sales activities
- Provide expert guidance on real estate financing
- Structure complex mortgage deals
- Ensure compliance with internal guidelines and external regulations
- Serve as the first line of defense for mortgage advisory activities
- Adhere to credit policies, FINMA regulations, and risk standards
- Oversee assessment and structuring of financing solutions
- 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 seeking financing for Swiss real estate
- Deliver tailored mortgage solutions to clients
- Collaborate with private banking and wealth planners for integrated client coverage
- Represent the mortgage advisory function in client meetings and strategic discussions
- Support implementation of digital tools and mortgage platforms
- Enhance CRM systems and process automation for efficiency
- Ensure high-quality advisory processes and documentation standards
- Collaborate with technology, operations, and risk divisions to optimize workflows
Work Experience
- 7 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- Italian – Business Fluent
- English – Business Fluent
- French – Basic
- German – 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.
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Lugano
Full-timeOn-siteSenior
Nejo AI Summary
Structuring complex mortgage deals and real estate financing for wealth management clients. 7+ years in Swiss mortgage advisory and private banking background required. Personalized client service focus.
Requirements
- 7+ years of experience in Swiss mortgage advisory and complex real estate financing
- Professional background in private banking, wealth management, or a Swiss universal bank
- Deep technical knowledge of Swiss mortgage products, affordability rules, collateral valuation and real estate market specifics
- Customer-centric mindset, excellent communication skills, and analytical thinking
- Strong understanding of FINMA regulations, credit policy application, and risk frameworks
- Fluency in Italian and English; French and German as additional assets
Tasks
- Manage end-to-end mortgage advisory and sales activities
- Provide expert guidance on real estate financing
- Structure complex mortgage deals
- Ensure compliance with internal guidelines and external regulations
- Serve as the first line of defense for mortgage advisory activities
- Adhere to credit policies, FINMA regulations, and risk standards
- Oversee assessment and structuring of financing solutions
- 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 seeking financing for Swiss real estate
- Deliver tailored mortgage solutions to clients
- Collaborate with private banking and wealth planners for integrated client coverage
- Represent the mortgage advisory function in client meetings and strategic discussions
- Support implementation of digital tools and mortgage platforms
- Enhance CRM systems and process automation for efficiency
- Ensure high-quality advisory processes and documentation standards
- Collaborate with technology, operations, and risk divisions to optimize workflows
Work Experience
- 7 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- Italian – Business Fluent
- English – Business Fluent
- French – Basic
- German – 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 is focused on wealth management, providing personalized financial services and solutions to clients.
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