Job Description
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.
As a Mortgage Officer, you will act as the second line of defense in mortgage underwriting and servicing for domestic and international private banking clients. You will assess credit risk, ensure compliance, and support the front line in delivering sound mortgage solutions. This interesting role combines risk oversight with operational excellence, requiring close collaboration with Mortgage Advisors, Relationship Managers, and internal stakeholders.YOUR CHALLENGE
Evaluate mortgage requests within personal approval authority, assessing borrower creditworthiness, collateral, and structural risks
Provide qualified feedback and recommendations to Mortgage Advisors and Relationship Managers
Ensure all transactions meet legal, regulatory, and internal requirements
Perform servicing and lifecycle administration of active mortgage facilities, including modifications and renewals
Drive data quality improvements across current and new mortgage positions
Contribute to process optimisation and operational excellence in close cooperation with stakeholders
Maintain regular contact with Mortgage Advisors, the Julius Baer Real Estate Team, and Relationship Managers to support efficient transaction execution
YOUR PROFILE
Bachelor’s degree in Finance, Business, or related field; or relevant professional experience considered
3–5+ years of experience in mortgage lending, ideally within a private banking or wealth management environment
Solid understanding of mortgage underwriting, product structures, and risk mitigation techniques
Familiarity with Swiss banking regulations and frameworks
Ability to work independently, manage competing priorities, and deliver high-quality results
A collaborative mindset with strong communication skills — proven ability to work effectively as a team player in cross-functional environments
Fluency in German or English, coupled with demonstrable proficiency in French or Italian, is strongly preferred
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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