Operational Excellence Officer for Mortgages 100% (f/m/d)

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.

Let's shape the future of wealth management together.

At Julius Baer, we pride ourselves on delivering exceptional private banking services to our clients worldwide.

We foster a culture of excellence, innovation, and continuous development, creating opportunities for talented professionals to grow and make a meaningful impact.

To further strengthen our leading Swiss mortgage franchise, we are looking for a proactive and results-driven Operational Excellence Officer to join our newly established COO Real Estate Team.

This pivotal role offers the opportunity to shape the future of our national mortgage operations, drive process improvements, and deliver high-quality services across the entire mortgage lifecycle.

Your Role – Driving Efficiency, Quality & Innovation

As a key member of the Real Estate operations unit, you will ensure the smooth and compliant administration of Julius Baer's Swiss mortgage portfolio from origination to maturity.

Combining precision with strategic thinking, you'll manage critical operational workflows, uphold rigorous control standards, and provide actionable insights that empower informed decision-making across the organisation.

You will balance hands-on execution with forward-looking contributions to transformational initiatives - helping us raise the bar in operational resilience, digitisation, and client service excellence.

• YOUR CHALLENGE
• End-to-End Mortgage Operations & Lifecycle Management
• Oversee the complete administrative journey of mortgage facilities - from initial booking and amendments to renewal, early repayment, and final settlement.
• Execute transactional activities with accuracy and timeliness, including new loans, modifications, refinancing, and system updates.
• Ensure consistent data integrity across core banking and real estate systems, serving as a trusted source of truth.
• Collaborate closely with Front Office, Mortgage Advisory, Credit Risk, Legal, and external partners to guarantee seamless client experiences and operational agility.
• Controls, Compliance & Process Integrity
• Conduct daily operational checks, reconciliations, and exception monitoring to safeguard data accuracy and process reliability.
• Support adherence to internal policies and evolving regulatory requirements (including FINMA oversight, SNB initiatives).
• Proactively identify, elevate, and resolve operational risks and pending items to maintain audit readiness.
• Contribute to refining SOPs, control frameworks, and risk mitigation measures.
• Strategic Initiatives & Business Transformation
• Act as an operational partner in cross-functional projects focused on automation, digitalisation, and customer journey enhancement.
• Identify inefficiencies and co-design scalable solutions that elevate both productivity and service quality.
• Assist in shaping future-state processes, technology integrations, and change management rollouts.

YOUR PROFILE

• Completed tertiary education - either a university Bachelor's degree or a commercial qualification (EFZ) with relevant further training
• 3-5 years of solid experience in Swiss mortgage operations or loan administration, ideally within private banking or retail financial institutions
• In-depth knowledge of the Swiss mortgage lifecycle, product types, collateral handling, and related operational workflows
• Demonstrated experience in data management, reporting, and operational controls - familiarity with regulatory expectations is a distinct advantage
• Strong analytical abilities and a natural interest in process optimisation, whether in daily tasks or large-scale transformations
• Enjoys project-based work; self-motivated to take initiative and see efforts through to successful completion
• Comfortable operating autonomously while building effective relationships across departments and hierarchies
• Fluent in German and English (written and spoken); proficiency in French or Italian is a significant asset
• Advanced user of Microsoft Office Suite (Excel, Power Point); prior experience with core banking platforms or CRM/loan systems is beneficial

The international reference in wealth management Julius Baer is the leading Swiss wealth management group.

We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them - in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one.

We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.

With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.

Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees.

We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

• At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one.
• Flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit or contact us via the Contact Form.

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