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

Tasks

- Serve as the first line of defense for all mortgage advisory and sales activities to ensure compliance with credit policies, FINMA regulations, and risk standards - Oversee the evaluation, structuring, and presentation of complex financing solutions for Swiss residential and investment properties - Lead the final preparation and submission of loan applications to the bank’s credit risk management and credit committee to ensure clarity, accuracy, and sound risk justification - Promote best practices in solvency analysis, collateral valuation, and transaction structuring to maintain the highest standards of advisory and risk quality

Customer engagement & (U)HNWI support

- Actively engage with (ultra) high-net-worth clients seeking financing for Swiss real estate and offer tailored, sophisticated mortgage solutions - Work closely with Private Banking, real estate experts, wealth planners, and investment specialists to support integrated client service and strengthen relationships - Represent the mortgage advisory function as a trusted expert in client meetings, presentations, and strategic discussions

Strategic Leadership & Business Development

- Develop and execute the nationwide customer and product strategy for mortgage financing as part of the real estate organization, in accordance with regulatory requirements and internal risk frameworks - Drive the evolution of the bank’s mortgage offerings to identify opportunities for improving customer value, operational efficiency, and market competitiveness - Serve as a senior sparring partner for the Head of Real Estate and other leadership teams, contributing expert insight on strategic initiatives and cross-divisional collaboration

Human Resources Management & Organizational Development

- Lead, develop, and inspire a high-performing team of 12–15 mortgage advisors in Switzerland - Foster a culture of professional excellence, collaboration, and accountability, with a strong focus on customer-centricity and quality of execution - Strengthen capabilities within the advisory organization, including coaching, succession planning, and professional development

Requirements

• University degree in finance, banking, economics, law, or equivalent, and/or Swiss banking education with corresponding further professional training
• 10+ years of experience in Swiss mortgage consulting and complex real estate financing, ideally in a private banking environment
• Professional background in private banking, wealth management, or a Swiss universal bank, with proven experience working with (ultra) high-net-worth individuals
• Fluent in German and English (French and/or Italian are advantageous)

We offer

No information available