Junior Finance Professional

2 days ago

Sydney, New South Wales, Australia beBeeFinance Full time $60,000 - $80,000
Job Description

A junior finance professional will focus on serving Mandarin-speaking clients, receive training, and enjoy opportunities for development within a fast-growing fintech environment.

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  • Establish strong relationships with referral partners focusing on the Mandarin-speaking community.
  • Understand clients' financial needs and objectives through effective questioning and active listening.
  • Provide expert advice and guidance on various financial products and services.
  • Identify and compare suitable loan options from multiple lenders.
  • Prepare and present clear and comprehensive loan proposals in both English and Mandarin.
  • Guide clients through the application process ensuring a smooth and efficient experience.
  • Stay up-to-date with market trends lender policies and regulatory changes.
  • Meet and exceed conversion targets on warm referrals while maintaining the highest ethical standards.
  • Collaborate effectively with internal teams and referral partners to deliver exceptional client outcomes.


Requirements
  • Fluency in spoken and written English and Mandarin Chinese is essential.
  • Proven experience as a finance broker within the financial services industry.
  • Strong understanding of various financial products and lending processes.
  • Excellent communication negotiation and interpersonal skills with a knack for building rapport quickly.
  • Proactive and results-oriented approach with a strong work ethic and a focus on conversion.
  • Exceptional relationship-building and client management abilities particularly with referral sources.
  • Strong attention to detail and organisational skills.
  • Relevant industry qualifications and accreditations are advantageous but not required.
  • Genuine passion for helping people achieve their financial goals.


Benefits

This role offers opportunities for development within a fast-growing fintech environment.

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