Specialist: Financing Private Banking (HNWI)

29 May 2026
100%
Zürich

Job summary

Join our team in Zürich for a dynamic banking operations role. Enjoy a supportive and flexible work environment.

Tasks

Manage financing processes for HNWI clients efficiently.
Ensure compliance with quality standards and internal controls.
Collaborate with various internal stakeholders to enhance workflows.

Skills

Completed banking education and several years of financing experience.
Strong service orientation and teamwork capabilities.
Fluent in German; English, Italian, or French is a plus.

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About the job

80% - 100% | Banking Operations | Zurich | Experienced Professionals

At the Financing Centre, we guarantee timely and high-quality processing of our clients' financing transactions. Within the scope of our competencies and credit policy, we decide on a large part of the financings and monitor the front-office competence transactions of the client advisors.

Our team of around 70 people in the "Private Financing Area" handles diverse tasks in a dynamic environment. Do you want to contribute and further develop your expertise in financing processing in Private Banking with HNWI? Then you are in the right place with us.

Your tasks

Accompanying and implementing financings of the "HNWI" unit
Creating and processing financing processes such as application preparations, application processing, contract issuances, final processing and other minor tasks
Designing, processing and managing financing transactions in the Private Banking area
Ensuring compliance with prescribed processes, internal controls, reporting obligations, quality standards, directives and competence regulations
Co-responsible for quality control of the created business cases

Your profile

Completed commercial banking training (KV) and ideally a further completed education (e.g. HF, Bachelor or professional certificate in finance or banking)
Several years of experience in real estate financing business with solid process knowledge
Enjoy working with various internal stakeholders
You convince with your reliable, service-oriented and team-capable manner
Your working style is quality-oriented and you have a quick grasp
Very good German skills – English, Italian or French are a plus

Our offer

Motivated, well-coordinated team looking forward to you
Exciting and diverse range of tasks with many networking opportunities
We count on your ideas and offer you freedom for your impulses
Your career is important to us as an employer and therefore we actively promote it
Central, modern workplace at Hardbrücke station with the possibility to organise your work flexibly (hybrid)
Comprehensive overall package, which besides an attractive base salary and variable remuneration offers many benefits and discounts – from A like pension provision to Z like ZVV bonus pass

Fabian Herzig
is happy to assist you.
Phone: 044 292 27 96