Team Head “Traditional Private Banking & staff offering” - Mortgages Switzerland

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

YOUR CHALLENGE

• Team leader, responsible for the entire mortgage underwriting process for highly demanding traditional Private Banking clientele as well as BJB staff (real estate locations across all of Switzerland), consisting of:
  • Detailed data analysis & validation of data input / documentation of mortgage requests
  • Credit approval within assigned competencies
  • Issuance of credit documentation
  • Mortgage drawdown
  • Management of entire mortgage lifecycle
  • Ensure high level of data quality & integrity
• Sparring partner to:
  • Head Credit Risk Mortgages Switzerland
  • Non-traditional Private Banking offering & recovery mortgage team
  • Mortgage governance, quality, control & projects team
  • Client facing mortgage advisory teams on providing sophisticated real estate financing solutions
• Provide coaching & development to a team of 8-10 mortgage officers
• Close cooperation with / support on Mortgage workflow tool & process work, other Credit teams (Lombard, structured finance, Credit Risk Shared Services), Real Estate competence center: Kuoni, Mueller & Partner AG (a Julius Baer Group company) & other internal & external mortgage stakeholders (e.g. Finance, front office teams, notaries, lawyers)
• Lead, collaborate a/o provide support to:
  • Ad-hoc risk analysis & reviews, mortgage credit risk policy changes / amendments
  • Projects & initiatives within mortgages & Credit
  • JB Academy / training & education to front-office staff
  • Internal / external audits, regulatory supervisory reviews
• Develop & maintain a broad network in the real estate ecosystem to be close to market changes & events

YOUR PROFILE

• Bachelor’s degree or degree from a university or university of applied sciences (e.g. banking, finance, economics, law), or equivalent training or professional experience
• Min. 15 years of professional experience in the Swiss Mortgage business is mandatory (Credit Risk Management side preferred, min. 10 years thereof with credit approval authority)
• Proven leadership and coaching skills with the ability to motivate, develop and drive team members (min. 5 years of leadership / management experience in a comparable position)
• Strong interest & in-depth knowledge of the Swiss mortgage business as well as of the real estate industry and its recent market developments; ability to drive & implement market changes into daily business processes / procedures
• Strong analytical skills with a natural flair for financial & credit analysis with a customer-centric, solution-oriented mindset
• Very good knowledge of German and English (written and spoken), other languages (French & Italian) are a clear advantage
• Excellent communication (oral and written) and interpersonal skills, open mindset, reliable, structured, efficient, innovative, and proven team player with strong negotiation skills

Your Contact: Roland Woerndle

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