Real estate financing specialist - Acquisition and development

Vos missions

• Establish and develop contact with real estate development managers and maintain the network of brokers and real estate professionals.
• promote mortgage growth by monitoring the competition and promoting partnerships
• Advise private banking clients, either alone or in tandem with a private banking advisor, on mortgage financing and available solutions.
• Handle credit applications from our private banking clients in accordance with the internal processes in place.
• Ensure smooth and efficient tracking of credit applications: be proactive in managing applications and ensure coordination between the various stakeholders.
• promote "360°" advice by addressing all aspects of pension planning and/or tax issues
• monitor and process events relating to credits
• mastering product ranges and internal processes

Votre profil

• experience in front office/advisory and/or analysis concerning mortgage-backed securities
• Very good knowledge of the Vaud real estate market and bank financing conditions
• 360° guidance (pension planning, taxation, etc.)
• rigor, solution orientation, negotiation and interpersonal skills
• perfect command of French and good knowledge of English