Premium Credit Advisor
vor 3 Wochen
Resolve est la Fintech qui révolutionne le marché du financement hypothécaire suisse. Nous développons une plateforme en ligne que nous associons à l’expertise de nos spécialistes pour vous accompagner dans l'accomplissement de vos projets immobiliers.
- Nous pensons que le processus d’obtention d’un prêt hypothécaire doit être simple, rapide et transparent, et c'est ce que nous voulons offrir à nos clients, tout en leur permettant d’identifier les meilleures solutions du marché.
**Main tasks and responsibilities**:
- Building and deploying the premium credit offering, including for instance:
- VIP Client : Direct relationship with (U)HNWI Clients to help them find mortgage solutions leveraging holistic advice( (i) Mortgage Research by e-Potek Premium (ii) AUM wealth pricing analysis by an IAM (iii) Fiscal Global Analysis by e-Potek Tax team)
- Asset Protection : Indirect relationship with (U)HNWI Clients managed EAM, Family Office or Private Bank
- Structured Debt : Direct relationship with (U)HNWI Clients and Real Estate Professionals for bridge loan financing or Mezzanine Loan needs in the form of Bonds, Private Loan and/or equity.
- Real Estate Investors : Direct relationship with Real Estate Investors to satisfy their financing needs related to Real Estate Investment’s portfolios. Purchase Financing, re-Financing / equity release, and global yearly Credit Monitoring Management o Any other relevant opportunity
- Contacting the Employer’s prospects to convert them into clients ;
- Analysis of mortgage funding requests ;
- Correspondence with notaries, lenders, and pension funds ;
- Advising clients throughout the funding search process and on pensions issues until the payment of a mortgage loan ;
- Constant maintenance of award and commissioning condition data ;
- Assistance with the continued improvement of internal procedures and tools ;
- Constant maintenance of relationship with Business Introducers and Lenders ;
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