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

Tasks

- Serving as the first line of defense for all mortgage advisory and sales activities to ensure compliance with credit policies, FINMA regulations, and risk standards - Overseeing 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 - Actively engage with (U)HNWI clients seeking financing for Swiss real estate and providing tailored and sophisticated mortgage solutions - Collaborating with private banking, real estate experts, wealth planners, and investment specialists to support integrated client service and relationship strengthening - Representing the mortgage advisory function as a trusted expert in client meetings, presentations, and strategic discussions - Designing and implementing the Switzerland-wide client and product strategy for mortgage financing as part of the real estate organization in accordance with regulatory expectations and internal risk frameworks - Promote the evolution of the bank's mortgage offering to improve customer value, operational efficiency, and market competitiveness - Serve as a senior sparring partner for the head of real estate and other leadership teams to contribute expert knowledge on strategic initiatives and cross-divisional collaboration - 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 - Serving as a senior leader within the real estate department, reporting directly to the head of real estate - Representing the mortgage advisory function on internal committees, governance bodies, and strategic working groups - Providing regular business insights and risk assessments to senior management

Requirements

- University degree in finance, banking, economics, law, or equivalent, and/or Swiss banking education with relevant additional 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 (U)HNWI clients - In-depth technical knowledge of Swiss mortgage products, solvency rules, collateral valuation, and

We offer

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