Middle Office Assistant – Personal Loans & Client Advisory (50–70%)

About Us

Active in the Swiss consumer finance sector since 1999, our company provides tailor-made loan solutions with professionalism and discretion. We are excited to enhance our team at our new office located in the city center of Cham (Zug).

Your Responsibilities

• Processing and validating personal loan applications in compliance with Swiss regulations.
• Advising clients on financing options, providing clear explanations, and tailored recommendations.
• Drafting contracts, managing credit positions, and ensuring follow-up of dossiers.
• Reviewing financial documentation and preparing data for analysis, including mortgages and construction loans.
• Maintaining written and telephone correspondence with clients, administrations, insurers, and partner banks.
• Supporting sales activities through negotiation, cross-selling, and ensuring an excellent client experience.
• Participating in internal projects and initiatives to improve processes and services.

The Profile of the Successful Candidate

• Finance or commercial education or equivalent experience.
• 3-4 years of experience in the credit sector (personal loans, mortgages, leasing) or relevant commercial experience, ideally advising clients.
• Excellent communication and negotiation skills with clients.
• Language proficiency in German (Swiss German) and English; any additional language is an advantage.
• Detail-oriented, analytical, and proactive with a strong client focus.
• A team player, motivated to work in an office-based role (4 - 5 hours per day) in Cham (Zug).

What We Offer

• A flexible part-time position (50–70%) with varied responsibilities.
• A professional, dynamic, and supportive environment in a long-established Swiss finance company.
• A fixed salary plus performance-based commission, offering the potential for an excellent income.

Job Conditions

• Start Date: January 2026
• Percentage: 50% to 70%, Monday to Friday
• Travel required: no