Senior Mortgage Advisor Switzerland

48 minuti fa

San Lugano, Italia Julius Baer A tempo pieno

Overview At Julius Baer we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered and to create value beyond wealth. Let’s shape the future of wealth management together. We are committed to delivering bespoke financing solutions to our clientele. Your Challenge We are seeking an accomplished senior mortgage advisor for our Julius Baer offices in Lugano / Ticino. Responsibilities MORTGAGE ADVISORY EXCELLENCE & RISK MANAGEMENT – Serve as the first line of defence for all mortgage advisory and sales activities, ensuring rigorous adherence to credit policies, FINMA regulations and risk standards. Oversee the assessment, structuring and presentation of financing solutions for Swiss residential and investment properties. Lead the end‑to‑end preparation and delivery of credit requests to Credit Risk and the bank’s Credit Committee, ensuring clarity, accuracy and sound risk justification. Promote best practices in affordability analysis, collateral valuations and deal structuring to maintain the highest levels of advisory and risk quality. CLIENT ENGAGEMENT & (U)HNWI COVERAGE – Actively engage with (U)HNWI clients seeking financing for Swiss real estate, delivering tailored and sophisticated mortgage solutions. Collaborate closely with private banking wealth planners and investment specialists to support integrated client coverage and strengthen relationships. Represent the mortgage advisory function as a trusted expert in client meetings, pitches and strategic discussions. OPERATIONAL EXCELLENCE & DIGITAL CAPABILITIES – Support the implementation and enhancement of digital tools, mortgage platforms, CRM systems and process automation to support efficiency and advisor productivity. Ensure consistent, high‑quality advisory processes and documentation standards across all Swiss regions. Collaborate with relevant stakeholders such as technology, operations and risk divisions to optimise workflows and streamline delivery. Qualifications 7+ years of experience in Swiss mortgage advisory and complex real estate financing, ideally gained in a private banking environment. Professional background in private banking, wealth management or a Swiss universal bank with proven exposure to (U)HNWI clients. 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. Fluent in Italian and English; French and German are an additional asset. Senior Mortgage Advisor Switzerland Ticino 80 100 fmd • Lugano, IT #J-18808-Ljbffr

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