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Wealth Management - Mortgage Solutions Associate

Req #: 180009336
Location: Geneva, GE, CH
Job Category: Operations
Potential Referral Amount: 8500 Swiss Franc (CHF)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Commercial Banking, Consumer and Community Banking, Corporate and Investment Banking.

The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.  JPMorgan Private Bank was recognized in 2015 by Euromoney as the world’s best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.

Our Team

The Mortgage Solutions Team was created in April 2010 to focus on providing high value mortgages to new and existing high net worth and ultra-high net worth clients and currently consists of 4 individuals. Mortgages have been earmarked as an important growth strategy for the Private Bank and hence the team is expected to grow in coming years.


The Role:

As an Associate / Vice President within the Mortgage Solutions team you will be responsible for all mortgages booked on the Swiss platform, managing a portfolio of clients and their highly demanding and complex mortgage requirements; You will be arranging the mortgage, negotiating the structure supporting the mortgage and processing all regulated and non-regulated mortgage transactions whilst providing an exceptional client experience.


  • Support senior Mortgage Specialists to manage their pipeline and originations in a timely manner
  • Assist in client fact find to structure mortgage transactions
  • Run affordability and collateral assessment through balance sheet and cash flow analysis
  • Document and execute mortgage loans
  • Submit approval requests to Credit Executives
  • Liaise with external legal counsel and all internal parties to get the mortgages in place
  • Take responsibility to ensure all covenants and other portfolio maintenance items are met, e.g. request buildings insurance certificates
  • Partner with Credit Risk on mortgage underwriting and annual portfolio reviews.
  • Train Bankers, Investors  and other stakeholders in the mortgage product and process
  • Experienced candidates will be required to manage mortgage transactions throughout its lifecycle to ensure turn-times are efficient and ITMs and clients are provided with a high degree of service


  • Essential skills and qualifications:

    • Excellent interpersonal skills with an ability to communicate at all levels
    • Fluent French and English speaking and written skills
    • Strong analytical and organisational skills
    • Ability to work independently

    • Familiarity with credit and lending products
    • Excellent client and negotiation skills
    • Good general market knowledge including mortgages
    • CeMAP registered is a plus
    • Previous demonstrable mortgage experience with HNW and UHNW clients is a plus
    • Knowledge of mortgage underwriting and conveyancing in the UK, France and Switzerland is a plus


    JPMorgan Chase & Co. offers extensive training and development opportunities, an exceptional benefits program and a highly competitive compensation package.


     JPMorgan Chase & Co. is an Equal Opportunity Employer.

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