CH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Vollzeit
Senior
Keine Angabe
Zürich
CH
CH10 - BJB Bank Julius Baer & Co. Ltd.2 Tage
Head of Mortgage Advisory Switzerland(m/w/x)
Vollzeit
Senior
Keine Angabe
Zürich
Nejo KI-Zusammenfassung
In this role, you will lead the mortgage advisory team in Switzerland, ensuring compliance and delivering tailored financing solutions to high-net-worth clients. Your day-to-day responsibilities will include strategic leadership, client engagement, and enhancing operational efficiency through digital tools.
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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
Bachelor-Abschluss
ODER
Abgeschlossene Berufsausbildung
Berufserfahrung
10 Jahre
Deine 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
Tools & Technologien
CRM systems
Sprachen
Deutsch – verhandlungssicher
Englisch – verhandlungssicher
Französisch – Grundkenntnisse
Italienisch – Grundkenntnisse
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