Premium Client Advisor

The company's Premium department is responsible for the development and management of (U)HNWI clients. The objective is to find the best financing solutions according to the projects, luxury objects, investment properties, projects abroad, etc. through our network of financial partners, but also to offer solutions outside the banking market whenever necessary.

For our Premium department we are currently looking for a Premium Client Advisor.

The position is only open for branches in Geneva, Nyon or Lausanne.

Main tasks and responsibilities :

  • Building and deploying the premium credit offering, including for instance :
    - Direct relationship with (U)HNWI customers to help them find mortgage loan solutions
    - Asset Protection : Indirect relationship with (U)HNWI Clients managed by EAM, Family Office or Private Bank
    - Structured Debt : Direct relationship with (U)HNWI Clients and Real Estate Professionals for bridge loan financing or Mezzanine Loan needs in the form of Bonds, Private Loan and/or equity.
    - Real Estate Investors: Direct relationship with real estate investors to meet their financing needs related to real estate investment portfolios. Acquisition financing, refinancing/capital raising.
  • Analysis of mortgage loan funding requests ;
  • Advising clients throughout the funding search process on mortgage loan offers, cash management, taxes and optimization… until the payment of a mortgage loan ;
  • Correspondence with notaries, lenders, and pension funds ;
  • Constant maintenance of relationship with Business Introducers and Lenders ;
  • Constant improvement of our B2B network

Requirements for the position:

  • Proven experience in the Swiss financial market
  • Significant experience in mortgage loan structuring is required
  • Work experience with (U)HNWI clients and real estate professionals is an asset
  • A network in the wealth management environment is a plus
  • Ability to conduct customer interviews in English and/or Swiss German is a plus

If you are interested in the position, please send us your complete application file via email to: specifying your preferred work location (Geneva, Nyon or Lausanne).

Please note a complete application includes your CV, motivation letter, and references. You may add other documents if you find them relevant.

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