Mortgage Advisor, Zurich
Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.
Redstone Private Banking Search working with an international Tier 1 CIB group who have recently launched a mass affluent Fintech platform. The group are mainly targeting Swiss onshore and German HNWIs who are interested in Swiss real estate propositions. Currently, they are looking a mortgage advisor to join their team in Zurich! Key Responsibilities / Tasks
Key Qualifications / Experience
- Advise affluent and retail banking clients on Swiss residential mortgages as well as on tax, wealth planning and investment funds
- Work with Swiss, French and German clients who are located in Switzerland
- Visit the real estate and liaise with a real estate expert
- Always be open to training and looking to grow
- Role reports to the Team Head
- High levels of communication and at least four years of experience in mortgages within the affluent banking space
- Understanding of the high net worth French and German speaking private client groups and how they differ from the international market
- Fluency in both French and Swiss-German is mandatory
- Located in Zurich, or easily able to relocate
For all positions based in Switzerland, Redstone Private Banking Search ltd works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law.