Mortgage Advisor Refinancing Part-time/Full-time
- Employment type
- Full-time
- Location
- Dübendorf
- Company
- Helvetia Versicherungen, Zürichstrasse 130, 8600 Dübendorf
- First posted
50-100%
Setting new standards together and shaping the future - for us, this means more than just working through tasks. Here, you will work with people who take responsibility, have high standards, and have the courage to forge new paths. With us, you will find an environment where trust and performance go hand in hand and your ideas, your initiative, and your contribution count. This gives you the opportunity to truly make a difference for our customers, your team, and your personal development.
What you achieve
Holistic and independent advice for private customers and employees regarding real estate financing (EFH, STWE, and MFH) - online, by telephone, and personally on-site
Addressing, accompanying, and supporting through the entire financing process - from the initial consultation to the payout - for refinancings, increases, as well as replacement procurements
Creating property valuations and capitalization assessments (WUP and IAZI)
Development of sustainable and individual financing solutions including tax aspects, amortization strategies, and pension topics (2nd and 3rd pillar)
Active solution finding and condition negotiations with financial partners on behalf of and in the interest of the customers
Identifying customer needs in connection with insurance solutions and forwarding them to insurance advisors
Ensuring an efficient and smooth financing process - from initial contact to completion
What you bring
Commercial training or higher vocational training in the financial sector (HF, FH or comparable)
Several years of experience in mortgage advisory at a bank, insurance company, or financial intermediary
Confidence in handling complex financing solutions as well as enjoyment in the combination of consulting and sales
Strong negotiation skills and proficient German language skills, other language skills (English, ösisch or Italian) are a plus
High customer and service orientation as well as a winning, communicative personality with digital affinity
Independent, structured, and reliable way of working with a high quality standard
Collaboration that makes a difference
We believe in collaboration at eye level, mutual trust, and people who want to take responsibility. Different perspectives help us to develop better solutions - for our customers as well as for us as a team.
Contact
Fiegele
Recruiting Partner
Your supervisor
Celina Antonucci Teamleiterin Hypothekarberatung Refinanzierungen
Hypothekarberater Refinanzierungen (w/m/d) Teilzeit/Vollzeit
50-100%
Setting new standards together and shaping the future - for us, this means more than just working through tasks. Here, you will work with people who take responsibility, have high standards, and have the courage to forge new paths. With us, you will find an environment where trust and performance go hand in hand and your ideas, your initiative, and your contribution count. This gives you the opportunity to truly make a difference for our customers, your team, and your personal development.
What you achieve
Holistic and independent advice for private customers and employees regarding real estate financing (EFH, STWE, and MFH) - online, by telephone, and personally on-site
Addressing, accompanying, and supporting through the entire financing process - from the initial consultation to the payout - for refinancings, increases, as well as replacement procurements
Creating property valuations and capitalization assessments (WUP and IAZI)
Development of sustainable and individual financing solutions including tax aspects, amortization strategies, and pension topics (2nd and 3rd pillar)
Active solution finding and condition negotiations with financial partners on behalf of and in the interest of the customers
Identifying customer needs in connection with insurance solutions and forwarding them to insurance advisors
Ensuring an efficient and smooth financing process - from initial contact to completion
What you bring
Commercial training or higher vocational training in the financial sector (HF, FH or comparable)
Several years of experience in mortgage advisory at a bank, insurance company, or financial intermediary
Confidence in handling complex financing solutions as well as enjoyment in the combination of consulting and sales
Strong negotiation skills and proficient German language skills, other language skills (English, ösisch or Italian) are a plus
High customer and service orientation as well as a winning, communicative personality with digital affinity
Independent, structured, and reliable way of working with a high quality standard
Collaboration that makes a difference
We believe in collaboration at eye level, mutual trust, and people who want to take responsibility. Different perspectives help us to develop better solutions - for our customers as well as for us as a team.
Contact
Fiegele
Recruiting Partner
Your supervisor
Celina Antonucci Teamleiterin Hypothekarberatung Refinanzierungen jpid559c270jm jit0833jm jiy26jm
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Posted 6 days ago