Remote Advisor Mortgage – Remote Sales & Advice Basel, 80-100% — UBS
NewCHF 49'500 - 75'000
UBS · Ticino (TI)
- Location
- Ticino
- Contract
- full-time
- Posted
- 6 days ago
SalaryCHF 49'500 - 75'000
Role overview
As a Remote Advisor Mortgage, you are the first port of call for new clients who are dealing with one of the most important financial decisions of their lives – financing their home.
With your expertise, enthusiasm for sales, and ability to build trust, you'll guide clients from initial consultation to closure.
Together with a dedicated team and state-of-the-art digital tools, you will make tomorrow's mortgage advice successful. Your tasks:
- As a Remote Advisor Mortgage, you are the first port of call for new clients who are dealing with one of the most important financial decisions of their lives – financing their home.
- With your expertise, enthusiasm for sales, and ability to build trust, you'll guide clients from initial consultation to closure.
Application process
- You conduct financing discussions, review loan applications and develop tailor-made financing solutions.
- You cooperate with external finders (e.g.
- Real estate agents, intermediaries) to generate and successfully close leads.
- You ensure that all regulatory requirements and compliance standards are complied with.
Additional details
- Together with a dedicated team and state-of-the-art digital tools, you will make tomorrow's mortgage advice successful.
Notes and original content
- Your tasks:
