Redstone Private Banking Search  /  Vacancies  /  Senior Residential Mortgage Advisor

Senior Residential Mortgage Advisor

Job Reference: RS1450

Job Title: Senior Residential Mortgage Advisor

Location: Europe

Product: Private Banking

Role: Client Relations, Development/Sales, Financial Planning, Other, Private Client

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.

We are currently looking for a Senior Residential Mortgage Advisor with a strong background in Swiss real estate. Our client is a large investment banking group with a Branch in Lausanne who cater toward the affluent Swiss Onshore market. The organisation has an established training and education programme with a clear progression scheme.

Key Responsibilities / Tasks

  • Work with the various front office teams to advise the Bank’s clients on mortgage propositions and structure deals.
  • Meet face to face with clients and offer excellent customer service.
  • Maintain commercial relationships with customers through a heritage approach, aim to originate new deals and ensure profitability for the team. Always strive to keep up with market trends and offer insightful advise.
  • Work with Branch Director to ensure a smooth credit activity.
  • Role reports to the Head of Credit.

Key Qualifications / Experience

  • Strong experience of mortgage financing with a focus on the HNW Swiss Onshore market.
  • High levels of organisational and planning skills.
  • Fluent in French and English, German is a plus.
  • CFC, HE and CFA qualifications are advantageous.
  • Track record of working in a team environment within a Private Bank or Affluent Real Estate firm.


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.

If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to or submit your application through the Vacancy Form.