Lausanne
Financing Advisor (m/f/d)
- 12 November 2026
- 100%
- Permanent position
About the job
What awaits you?
- a key role at the heart of the client relationship: you conduct real estate financing interviews, in collaboration with client advisors, and support our clients in realising their projects
- tailored financing solutions: you structure solutions adapted to the projects and financial situation of each client in compliance with our credit policy
- a contribution to commercial development: you identify client needs beyond financing and propose, together with our specialists in investments, pension plans and insurance, comprehensive and personalised support
- long-term support: you ensure proactive monitoring of financing, anticipate deadlines and ensure client satisfaction
- varied property valuations: you carry out valuations of condominiums, villas and investment properties
- cross-functional collaboration: you coordinate the processing of requests with the relevant teams and ensure smooth, rigorous and efficient follow-up.
What do you bring?
- a banking education or a relevant higher education (University, University of Applied Sciences or equivalent)
- at least five years of experience in real estate advice and financing with private clients, with a strong client orientation and a sensitivity to business development
- a comprehensive view of client needs and the ability to identify opportunities in the areas of pension plans, investments and insurance in collaboration with the relevant specialists
- genuine interpersonal skills, a passion for advising and the ability to establish lasting trust-based relationships
- an analytical and critical mind, combined with the ability to formulate clear recommendations and propose solutions adapted to each situation
- autonomy, rigour and excellent organisational skills
- a strong spirit of collaboration and enjoyment in working within multidisciplinary teams
- you are mobile and enjoy collaborating with teams at our various sites
- a good knowledge of the regional real estate market.
We encourage personal and professional development
Lifelong learning is an integral part of our culture. We create an environment conducive to the professional and personal development of each individual and support our employees in a targeted manner, thanks to a varied internal training offer as well as contributions towards external advanced training costs.
We embrace diversity and equal opportunities
We encourage diversity of perspectives, experiences and skills within our teams. This diversity is our strength and contributes decisively to our success.
We encourage personal and professional development
We offer attractive conditions and social benefits
Do you have any questions?
For questions about the job content:
Michaël Jeanmonod Head of Private Client Advisory 021 907 39 41
For questions about the application process:
Leila Khariji Head of Human Resources 021 907 39 12
We look forward to receiving your online application
About us