Senior Mortgage Advisor Switzerland / Ticino 80% - 100% (f/m/d)
Julius Baer(1 month ago)
About this role
A Senior Mortgage Advisor at Julius Baer will manage end-to-end mortgage advisory and sales activities for clients, primarily in the canton of Ticino. The role focuses on providing expert guidance on real estate financing and ensuring compliance with internal and external regulations, while engaging closely with high-net-worth clients and collaborating with various internal teams to deliver tailored solutions.
Required Skills
- Mortgage Advisory
- Risk Management
- Client Engagement
- Financing Solutions
Qualifications
- 7+ Years Experience
- Fluent in Italian and English
- Knowledge of FINMA Regulations
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