Client Advisor in Financing

Universal banker since 1816, the BCGE Group offers a wide range of banking services to individuals, businesses and institutions: daily banking services, private banking, asset management, pension provision, mortgage financing and loans to businesses and public authorities, trading room, financial engineering, corporate finance and global commodity finance.

Authentic, Courageous, Fair – in all it undertakes, BCGE aims to create value for its clients, shareholders and employees. It places particular importance on building its teams, fostering creativity, enthusiasm and entrepreneurial spirit.
Bringing together diverse and complementary personalities, BCGE’s teams consist of banking experts, versatile generalists and industry specialists. Organised by market segments and strategic activities, their goal is to competitively meet client requirements.
Our aspiration? To realise those of others.
BCGE embodies a committed financial institution. Our mission is to provide our clients in Geneva and its region with quality financial solutions and services at every stage of their lives, ensuring responsible management.

Do you wish to develop in a professional environment that is constantly evolving, stimulating and inspiring? Join the Right Bank Sector department team at Banque Cantonale de Genève (BCGE), an Authentic, Courageous and Fair bank.

Within our team, you will support private clients in realising their financing projects while developing lasting relationships based on trust and quality advice. As a Client Advisor in Financing, you will play a key role in contributing to the overall results of our entity, both qualitatively and quantitatively. Your mission will be to promote productivity, profitability, synergies and growth, while strengthening our Bank’s position in the market.

Your responsibilities

• Manage, develop and proactively retain a client portfolio.
• Ensure the management and monitoring of a mortgage financing portfolio for private clients.
• Support clients throughout the lifecycle of their financing, particularly at maturity, renewal and adaptation of their mortgage solutions.
• Provide advice on current account management, investments, property financing and pension provision.
• Actively participate in commercial activities and business development.
• Prospect, acquire and develop clients in accordance with the defined segmentation.
• Promote cross-selling by encouraging a comprehensive wealth management approach and mobilising internal expertise when necessary.
• Analyse, structure and grant financing in compliance with the bank’s risk guidelines and policies.
• Control risks related to credit files and ensure monitoring and renewal of financing commitments.
• Actively contribute to achieving the Bank’s commercial objectives and business development.

Your profile

• Proven experience in a similar role advising on mortgage financing.
• Very good knowledge of the real estate market and financing solutions for private clients.
• Entrepreneurial spirit and ability to anticipate client needs.
• Strong client orientation and well-developed advisory skills.
• Ability to acquire new clients while developing existing relationships.
• Excellent interpersonal and negotiation skills.
• Discretion and compliance with requirements regarding compliance, anti-money laundering and data protection.
• Ability to work in a team and collaborate with various bank specialists.

Our employment conditions

• Work rate: 100%
• Contract type: Permanent contract
• Workplace: Geneva
• Start date: as soon as possible

Want to know more about BCGE as an employer?
Visit our Careers page https://www.bcge.ch/fr/carriere-bcge