Client Advisor Real Estate Investors (m/f/d) 80 - 100%, Schaffhausen

About the job

Are you keen to actively shape the financial centre of Schaffhausen? With us, you will find a dynamic working environment, exciting projects, diverse development opportunities, and a culture based on trust and mutual respect.

Become part of our team - we look forward to welcoming you!

Client Advisor Real Estate Investors (m/f/d) 80 - 100%, Schaffhausen

• You will take over an existing, demanding client portfolio with real estate companies, institutional investors, property developers, and architects.
• You will provide your clients with comprehensive advice on financing matters and develop suitable, individual solutions even for complex real estate projects.
• You will analyse companies, properties, and financing projects thoroughly, identify potentials and areas for action early on, and accompany your clients from the initial idea through structuring to implementation.
• You will purposefully develop existing client relationships, acquire new clients, and connect them with our specialists if necessary. In particular, you will develop client relationships holistically with the Private Clients division, for example in the areas of investments and pensions.
• You will coordinate demanding financing transactions efficiently, work closely with our internal specialist departments, and have direct access to our decision-makers.
• You will ensure careful and regulatory-compliant management of your client portfolio. This includes, in particular, complete and up-to-date client documentation as well as the consistent implementation of compliance, KYC, and due diligence obligations.
• You will actively contribute your market and real estate knowledge to the team and, depending on experience, take on additional specialist, thematic, or project responsibilities.

• You have solid experience in advising corporate clients and in financing income-generating properties. Ideally, you have already independently managed a demanding client portfolio for this role.
• You understand business models, real estate, and financing and can assess complex matters thoroughly and communicate them clearly.
• You are familiar with the regulatory requirements in corporate client business and handle compliance, KYC, and due diligence obligations confidently and responsibly.
• You present yourself confidently and professionally and advise your clients in a partnership-based, equal manner.
• You think entrepreneurially, recognise potentials, and enjoy holistically developing existing client relationships as well as acquiring new clients.
• You work independently, responsibly, and solution-oriented, while also appreciating sparring within a highly qualified team.
• You hold a CAS in Real Estate Valuation or are willing to complete it shortly after starting your position.
• You want to develop professionally and personally, bring initiative, and wish to make an impact beyond your client responsibilities.

With us, you will find an exciting environment where much is happening. We offer you room to shape your ideas and impulses, as well as a broad range of training and further education opportunities.