Operational Excellence Officer for Mortgages 100% (f/m/d) — Julius Baer
- Location
- Zurich
- Contract
- other
- Posted
- —
Role overview
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.
Let’s shape the future of wealth management together.
At Julius Baer, we pride ourselves on delivering exceptional private banking services to our clients worldwide.
- At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.
- Let’s shape the future of wealth management together.
- Completed tertiary education — either a university Bachelor’s degree or a commercial qualification (EFZ) with relevant further training
- 3–5 years of solid experience in Swiss mortgage operations or loan administration, ideally within private banking or retail financial institutions
Key requirements
- Completed tertiary education — either a university Bachelor’s degree or a commercial qualification (EFZ) with relevant further training
- 3–5 years of solid experience in Swiss mortgage operations or loan administration, ideally within private banking or retail financial institutions
- In-depth knowledge of the Swiss mortgage lifecycle, product types, collateral handling, and related operational workflows
- Demonstrated experience in data management, reporting, and operational controls — familiarity with regulatory expectations is a distinct advantage
- Strong analytical abilities and a natural interest in process optimisation, whether in daily tasks or large-scale transformations
- Enjoys project-based work; self-motivated to take initiative and see efforts through to successful completion
- Comfortable operating autonomously while building effective relationships across departments and hierarchies
- Fluent in German and English (written and spoken); proficiency in French or Italian is a significant asset
- Advanced user of Microsoft Office Suite (Excel, PowerPoint); prior experience with core banking platforms or CRM/loan systems is beneficial
Application process
- We are looking forward to receiving your full job application through our online application tool.
- Further interesting job opportunities can be found on our Career site.
- Is this not quite what you are looking for?
- Set up a job alert by creating a candidate account here.
Additional details
- You will balance hands-on execution with forward-looking contributions to transformational initiatives — helping us raise the bar in operational resilience, digitisation, and client service excellence.
- Collaborate closely with Front Office, Mortgage Advisory, Credit Risk, Legal, and external partners to guarantee seamless client experiences and operational agility. Controls, Compliance & Process Integrity
Notes and original content
- YOUR CHALLENGE
- Collaborate closely with Front Office, Mortgage Advisory, Credit Risk, Legal, and external partners to guarantee seamless client experiences and operational agility.
- Controls, Compliance & Process Integrity
- YOUR PROFILE
Questions about this listing
What salary does Julius Baer offer for this role?
Julius Baer lists CHF 73'500 - 111'500 gross per year for this position in Zurich. 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 Julius Baer 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 Julius Baer 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 Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich 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 Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Julius Baer?
Use the "Apply now" button on this page — it links directly to Julius Baer's original listing at juliusbaer.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
