CH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Full-timeOn-siteSenior
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Structuring complex real estate financing for private banking clients at a wealth management firm. 7+ years in Swiss mortgage advisory and private banking background required. Direct client portfolio responsibility.
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
- 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 to deliver tailored mortgage solutions
- 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
- Ensure high-quality advisory processes and documentation standards
- Collaborate with stakeholders to optimize workflows and streamline delivery
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)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Structuring complex real estate financing for private banking clients at a wealth management firm. 7+ years in Swiss mortgage advisory and private banking background required. Direct client portfolio responsibility.
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
- 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 to deliver tailored mortgage solutions
- 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
- Ensure high-quality advisory processes and documentation standards
- Collaborate with stakeholders to optimize workflows and streamline delivery
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.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
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