Mortgage Advisor
- Employment type
- Full-time
- Workload
- 20–100%
- Location
- Winterthur · Remote possible
- Languages
- German, German
- First posted
80 - 100%, Winterthur / Smart Working
Shape your future-- together with us!
Every success story begins with believing in oneself.
As AXA, we see ourselves as a partner who stands by your side and believes in you. Therefore, we challenge and support you and proactively show you opportunities for your future. We encourage you and offer you freedom so that you can connect the things that are important to you. Together with your commitment and your individual contribution, this becomes a forward-looking partnership. For you, for us, and for our customers. And not just for the moment. But in the long term.
Write your own success story with us now. Know You Can.
With us, everything revolves around what is most important to us: the fulfillment of housing dreams. For over a hundred years, we have been supporting people in realizing their small and large dreams. For our team, we are looking for a committed and empathetic communication talent who independently takes responsibility for a mortgage portfolio and maintains clear and transparent communication with our customers. For this, we offer you flexible working hours and a modern working environment.
What awaits you
- You independently manage an exciting mortgage portfolio and are the competent, personal contact person for our customers, the sales organization, and brokers
- You advise our customers comprehensively on all questions regarding mortgages and financing - especially regarding extensions, adjustments, and new financing
- You actively maintain and further develop existing customer relationships, recognize new financing needs, and develop individual, customer-oriented solutions
- You assess credit applications carefully and critically, check mortgage applications within the framework of internal guidelines, and ensure compliance with legal and regulatory requirements as well as the necessary customer and compliance clarifications
- You actively support your manager in the development and acquisition of institutional customers
What you bring with you
- You enjoy winning new customers and providing them with real added value through your advice
- You have a successfully completed commercial vocational apprenticeship as well as several years of experience in mortgage advice and processing
- You have comprehensive knowledge of the land charge business, the valuation of real estate, as well as the Swiss mortgage market, mortgage products, strategies, and pricing methods
- You work independently, structured, and responsibly and are characterized by a strong customer and service orientation
- Fluent language skills in German are a must; knowledge of at least one second national language (e.g., French or Italian) is a big plus
What we offer you
We are convinced: satisfied employees deliver the best performance. Therefore, we invest in benefits that offer tangible advantages - beyond the usual.
Flexibility and freedom: Smart Working (flexible working model) annual working time, 5 weeks vacation (6 weeks from age 50), vacation gift 2 weeks every 5 years, purchase of vacation up to 10 additional days/per year
Job and family: Family-friendly meeting times, 22 weeks maternity leave, 8 weeks leave for the other parent, childcare subsidies, company family allowances, days off for the care of relatives and in challenging, personal situations
Provision and insurance: Attractive pension fund with extensive supra-obligatory benefits including choice savings options, up to 30% discount on insurance products
Flexible Benefits: AXA Shareplan (employee participation), CHF 500 annually on the benefit platform Swibeco, subsidized lunch or lunch card, Smart Working allowance CHF 200 per year
Mobility: Reimbursement for Half-Fare card, Reka-Pay up to CHF 1-000 per year (20% discount), fleet discount, free e-charging station, AXA rental bicycles
Healthy balance in everyday work: Free check-ups, annual health weeks, diverse movement offers (online/offline), massage offers, quiet rooms, Employee Care, online health portal, various seminars/events around health prevention & mental health
Development: 3 days individual learning time, free coaching, large range of learning & development opportunities, financial participation in further training, promotion of internal mobility, talent development offers, seminars for employees 55+ (AXA Horizon), engagement in communities on different topics, participation in innovation projects (Innoday, AXA Hackathon, UnConference), 2 days time for volunteering (environment & social)
Your future workplace
General-Guisan-Strasse 40 - Google Maps
Apply now!
Do you have questions or other concerns? Diana Carbognin is happy to help you via email (diana.carbognin@axa.ch).
More info on the application process can be found here.
Diversity and inclusion are close to our hearts at AXA
Openness, respect, and appreciation of differences and similarities are essential features of working at AXA Switzerland. We want to promote equal opportunities and also reduce barriers in the application process.
If you require support or individual adjustments due to disabilities, neurodivergences, and/or health restrictions, you can contact the recruiting team at any time at hr.recruitinggd@axa.ch.
Learn more
About AXA
At AXA, we believe that every person has the potential to actively shape the future. Our goal is to create a dynamic, supportive, and progressive working environment that inspires, encourages, and promotes you. With a culture that is shaped
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