Mortgage advisor refinancing (f/m/d) part-time/full-time — Helvetia Versicherungen
- Location
- Stettbach
- Contract
- full-time
- Posted
- 13 days ago
Role overview
Setting new standards together and shaping the future – for us, this means more than simply working through tasks.
Here you work with people who take responsibility, have high demands and have the courage to go new ways.
With us, you will find an environment where trust and performance go hand in hand and your ideas, initiative and contribution count.
- Setting new standards together and shaping the future – for us, this means more than simply working through tasks.
- Here you work with people who take responsibility, have high demands and have the courage to go new ways.
- Comprehensive and independent advice for private clients and employees on real estate financing (EFH, STWE, and MFH) – online, by phone and in person on site
- Address, support and support throughout the entire financing process – from initial consultation to disbursement – for refinancing, increases and replacement procurement
Main responsibilities
- Comprehensive and independent advice for private clients and employees on real estate financing (EFH, STWE, and MFH) – online, by phone and in person on site
- Address, support and support throughout the entire financing process – from initial consultation to disbursement – for refinancing, increases and replacement procurement
- Preparation of object estimates and capitalization assessments (WUP and IAZI)
- Development of sustainable and individual financing solutions involving tax aspects, amortisation strategies and prevention issues (2nd and 3rd pillar)
- Active solution finding and condition negotiations with financial partners on behalf of and in the interest of customers
- Identification of customer needs related to insurance solutions and referral to insurance advisors
- Ensuring an efficient and smooth financing process – from contact to completion Requirements
- Commercial education or higher specialist training in finance (HF, FH or comparable)
- Several years of experience in mortgage consulting at a bank, insurance company or financial intermediary
- Security in dealing with complex financing solutions as well as pleasure in combining consulting and sales
Additional details
- Ensuring an efficient and smooth financing process – from contact to completion
Notes and original content
- Requirements
Questions about this listing
What salary does Helvetia Versicherungen offer for this role?
Helvetia Versicherungen lists CHF 57'500 - 87'000 gross per year for this position in Stettbach. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Helvetia Versicherungen offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Helvetia Versicherungen during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in St. Gallen?
EU/EFTA residents living in the border zone of the country adjoining Canton St. Gallen can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with St. Gallen's cantonal migration office or with HR during the application.
How do I apply for this position at Helvetia Versicherungen?
Use the "Apply now" button on this page — it links directly to Helvetia Versicherungen's original listing at jobs.helvetia.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
