Bank Julius Bär & Co. Ltd.
Senior Mortgage Advisor Switzerland / Ticino 80% - 100% (f/m/d)
Bank Julius Bär & Co. Ltd., Indiana, Pennsylvania, us, 15705
Senior Mortgage Advisor Switzerland / Ticino 80% - 100% (f/m/d) page is loaded## Senior Mortgage Advisor Switzerland / Ticino 80% - 100% (f/m/d)locations:
Zurichtime type:
Full timeposted on:
Posted Todayjob requisition id:
r-17374At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.At Julius Baer, we are committed to delivering bespoke financing solutions to our clientele. To further
strengthen our Swiss mortgage franchise, we are seeking an accomplished senior mortgage advisor
for our Julius Baer offices in Lugano / Ticino.## **YOUR CHALLENGE**As Senior Mortgage Advisor Switzerland, you will manage end-to-end mortgage advisory and sales activities for clients in the canton of Ticino and beyond (mainly support to Romandie). You will
provide expert guidance on real estate financing, structure complex deals, and ensure full alignment with internal guidelines and external regulations, supporting sound risk-aware execution within a tightly regulated environment.**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 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## **YOUR PROFILE*** 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 as well as analytical thinking* Strong understanding of FINMA regulations, credit policy application and risk frameworks* Fluent in Italian and English while French and German are an additional assetWe are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our .**job alert** by creating a candidate account .[](blob:https://juliusbaer.wd3.myworkdayjobs.com/8e2f5bd1-ac51-4b30-b915-cbf456b77536)0:00 / 2:28**The** **international reference in wealth management**Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.
Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. **Committed to your success**Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.For more information visit
or contact us via the
.For recruiting agents, please see the additional information . #J-18808-Ljbffr
Zurichtime type:
Full timeposted on:
Posted Todayjob requisition id:
r-17374At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.At Julius Baer, we are committed to delivering bespoke financing solutions to our clientele. To further
strengthen our Swiss mortgage franchise, we are seeking an accomplished senior mortgage advisor
for our Julius Baer offices in Lugano / Ticino.## **YOUR CHALLENGE**As Senior Mortgage Advisor Switzerland, you will manage end-to-end mortgage advisory and sales activities for clients in the canton of Ticino and beyond (mainly support to Romandie). You will
provide expert guidance on real estate financing, structure complex deals, and ensure full alignment with internal guidelines and external regulations, supporting sound risk-aware execution within a tightly regulated environment.**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 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## **YOUR PROFILE*** 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 as well as analytical thinking* Strong understanding of FINMA regulations, credit policy application and risk frameworks* Fluent in Italian and English while French and German are an additional assetWe are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our .**job alert** by creating a candidate account .[](blob:https://juliusbaer.wd3.myworkdayjobs.com/8e2f5bd1-ac51-4b30-b915-cbf456b77536)0:00 / 2:28**The** **international reference in wealth management**Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.
Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. **Committed to your success**Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.For more information visit
or contact us via the
.For recruiting agents, please see the additional information . #J-18808-Ljbffr