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

About the job

Who we are

We are the leading bank in the Schaffhausen region. With around 390 dedicated employees, we strive daily to provide the best possible advice and support to private individuals and companies. We are proud that all our employees make a valuable contribution to the success of our bank.

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!

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

Your tasks

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

Your experience and personality

• You have solid experience in advising corporate clients and financing income properties. Ideally, you have already independently managed a demanding customer 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 customers in a partnership-based manner at eye level.
• You think entrepreneurially, recognise potentials, and enjoy developing existing customer relationships holistically as well as acquiring new customers.
• You work independently, responsibly, and solution-oriented, while 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 customer responsibilities.

Our promise

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.