Banks

As a financial institution, you may have recourse to Swiss Private Finance in order to assist you with the evaluation and enhancement of your credit product.

SERVICES TO BANKS PROVIDED BY AN INDEPENDENT CREDIT ADVISOR

Training

Staff training

We train your staff on a vast variety of topics such as Lombard loans, leverage, mortgages or Islamic finance. We make our training fun by organizing a game between participants. This model has been tested with success within banks for the last 15 years.

Hiring

Staff hiring

If you are looking to replace a leaver or develop your team of credit specialists, in structuring, sanctioning or monitoring units, wherever in the world, we will find the right candidates for you.

Process review

Process / portfolio review

We provide independent review of processes by scrutinizing your various workflows from initial contact to the client to monitoring and comparing them to market’s best practices. If you are looking to acquire or sell a loan portfolio, we can also analyze it in details.

Strategy

Strategy

We can provide strategic advice on product offering if you need to assess the competitiveness of your credit proposition or review feasibility of extending it to other products or markets, typically offer mortgages in a new country.

These are only examples of the type of value-added services a third-party advisor can provide. If you have any other request, we would be happy to consider it. Do not hesitate to contact us.

Please note any information gathered in relation to contacts with banks is strictly subject to Swiss Banking Secrecy.