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 deal structuring to ensure the highest standards of advisory and risk quality

Customer engagement and (U)HNWI support

- Actively engage with (UH)HNWI clients seeking financing for Swiss real estate and offer tailored and sophisticated mortgage solutions - Work closely with private banking, real estate experts, wealth planners, and investment experts 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 and business development

- Design and implement the Switzerland-wide customer and product strategy for mortgage financing as part of the real estate organization in accordance with regulatory expectations and internal risk frameworks - Drive the evolution of the bank's mortgage offering by identifying opportunities to improve customer value, operational efficiency, and market competitiveness in day-to-day business - Act as a senior sparring partner for the head of real estate and other executives by contributing your expertise on strategic initiatives and cross-functional collaboration

Employee management and 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 focus and execution quality - 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, asset management, or a Swiss universal bank, with proven experience with (UH)HNWI clients
• Fluent in German and English (fluent and/or native speaker in English and/or native speaker in German is an advantage)

We offer

No information available