Head Of Mortgage Advisory Switzerland 100% (f/m/d)

Julius Baer

Zurich, Switzerland
10+ years in mortgage advisory
Deep technical knowledge of swiss mortgage products
Strong understanding of finma regulations
You will assume end-to-end operational responsibility for the bank’s mortgage advisory and sales activities across Switzerland

Job Summary

  • You will assume end-to-end operational responsibility for the bank’s mortgage advisory and sales activities across Switzerland.
  • Actively engage with (U)HNWI clients seeking financing for Swiss real estate, delivering tailored and sophisticated mortgage solutions.
  • Lead, develop and inspire a high-performing team of 12–15 mortgage advisors across Switzerland.

Matching Summary

You will assume end-to-end operational responsibility for the bank’s mortgage advisory and sales activities across Switzerland.

Skills & Requirements

Must-have

  • 10+ years in mortgage advisory
  • Deep technical knowledge of Swiss mortgage products
  • Strong understanding of FINMA regulations

Nice-to-have

  • Fluent in German and English
  • Experience in digital and process optimization
  • Strong client engagement skills

Key Requirements

  • University degree in Finance or equivalent
  • 8+ years in client and senior stakeholder management
  • Successful track-record in strategic leadership

Work Rights

Not specified

Tailored Resume

Cover Letter