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
Senior Mortgage Advisor(m/w/x)
Vollzeit
Senior
Keine Angabe
Zürich
Nejo KI-Zusammenfassung
In this role, you will manage comprehensive mortgage advisory and sales activities, providing expert guidance to clients in Ticino. Your day-to-day responsibilities will involve structuring complex deals, ensuring compliance, and engaging with high-net-worth individuals to deliver tailored financing solutions.
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Anforderungen
- •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
Keine Angabe
Berufserfahrung
7 Jahre
Deine Aufgaben
- •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
Sprachen
Italienisch – verhandlungssicher
Englisch – verhandlungssicher
Französisch – Grundkenntnisse
Deutsch – Grundkenntnisse
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