Mortgage Specialist
Published on:
Valid until:
Mortgage Specialist
Wealth Effect Management Bulgaria
About Us
Wealth Effect Management is an international financial & investment company. We are licensed and operate in the fields of Wealth Management and Wealth Advisory.
At Wealth Effect Management Bulgaria, we believe that true wealth extends beyond numbers. It is about creating lasting value, fostering security, and building long-term relationships with our customers. As a unique financial services firm, we partner with individuals, families, and businesses to build intelligent strategies that maximize opportunities and minimize risks. Our team combines global expertise with a local perspective and delivers tailored wealth management solutions that stand the test of time.
We are currently seeking a Mortgage Specialist to strengthen our advisory team and contribute to our mission of delivering tailored, high-quality financial solutions.
Your Role
As a Mortgage Specialist, you will be the trusted partner guiding clients through one of the most important financial decisions of their lives - financing their home or investment property. Your mission is to analyze their unique needs, structure the most suitable mortgage solutions, and ensure that every step of the process is transparent and efficient.
The ideal candidate must be client-oriented, detail-focused, and self-motivated. Previous financial or banking background will be considered an advantage.
Key Responsibilities
Client Advisory: Provide professional mortgage consulting personalised to client profiles and long-term goals.
Client Acquisition: Actively seek and develop new client relationships.
Financial Assessment: Analyze financial data to determine loan eligibility and structure optimal mortgage solutions.
Investor Relations: Maintain strong partnerships with banks and financial institutions.
Process Management: Research suitable mortgage products and explain how they work
Market Insight: Keep up to date with mortgage products, market trends and regulations.
Collaboration: Work closely with colleagues from wealth management and financial planning to deliver complete financial solutions.
What we look for?
Bachelor’s Degree in Finance, Economics, Business, or related field.
At least 2 years experience in mortgages, financial advisory, or a related field.
Mathematics knowledge
Strong analytical and negotiation skills.
The ability to sell products and services
Interpersonal and communication skills – to be able to explain complex financial terms clearly.
Strategic thinking and problem-solving mindset.
Strong organizational skills and ability to manage multiple cases.
Client-oriented approach and commitment to building long-term trust.
Fluency in Bulgarian and English
What we offer?
We believe in supporting our team both professionally and personally. As part of your employment, you will have access to the following benefits:
Full-time employment with a fixed salary and commission
Attractive bonus system
Flexible working hours
20 paid vacation days per year, with the possibility of additional days off
Every second Friday of the month off, for rest or personal development
Birthday day off
Opportunities for additional education and training through workshops, seminars, and internal resources
Regular teambuilding activities in a young and energetic team
Access to paid professional courses and certifications relevant to your role
Opportunity to use our savings and investment plans with no entrée fee and to have a discount for your family
Hybrid work model with flexibility between office and remote work
Supportive team culture, mentorship, and career path planning
Transparent, fair, and motivational career growth opportunities
What we offer?
Impact: Help clients achieve financial independence.
Growth: Access continuous professional development.
Innovation: Be part of a company that embraces forward-thinking strategies and adapts quickly to market shifts.
Recognition: Your expertise will be valued, your voice heard, and your achievements celebrated.
How to apply?
If you’re passionate about guiding clients toward smarter financial decisions and shaping meaningful wealth strategies, please send us your CV. All applications will be reviewed and stored under full confidentiality in accordance with the legal regulations.
If you’re ready to turn financial expertise into life-changing impact, Wealth Effect Management Bulgaria is where your journey begins.
