Mortgage Advisor
What makes our advisors busy?
- They analyse clients’ purchase capacity through a validated patrimonial study
- They guide clients in their strategic choices concerning personal funds, amortisation, rates, pension funds, and tax questions
- They identify the best financing option for the client from a wide range of solutions offered by the lenders from our network
- They assist clients through each stage of their financing project
- They identify a further potential of a mortgage case by spotting additional insurance solutions
- They build relations with new partners and maintain relationships with the existing ones
- They set up and follow up financing solutions for real estate development projects (specific loans, support on commercialization to delivery)
- They collaborate closely with colleagues from other departments
- They contribute to constant improvement of our own customer relationship management tools and processes
What makes you a good candidate for the role?
- You demonstrate experience in a similar position, 3 years minimum
- You apply your knowledge on how mortgages are structured and how to optimise them through tax or insurance solutions when managing mortgage financing cases
- You easily build a relation of trust with a client or a business partner and manage to maintain it in the long run
- You anticipate the client’s needs and can rapidly provide them with solutions
- You communicate effortlessly, in writing and orally, no matter the interlocutor in front of you
- You are at ease with digital
- You have a perfect command of the language of the canton of work, and a good command of English. A good command of another national language spoken in Switzerland would always be a plus
What makes Resolve stand out from the crowd?
- Advantageous compensation package (fixed salary, variable salary, quarterly bonuses)
- Stimulating working environment in a dynamically changing company focused on digital
- Digital platform supporting the advisory process to deliver an extraordinary experience to the client
- Collaboration with the largest network of business introducers in Switzerland
- Access to paid training and certification
If this sounds interesting to you or you would like to know more about job opportunities at Resolve, do not hesitate to contact us via e-mail to: hr@resolve.ch.