Wealth Management Specialist
2 weeks ago
Financial Broker
Job Description:As a Financial Broker, you will play a crucial role in providing exceptional customer service, advice and guidance to clients seeking home loans.
The primary objective of this position is to assist clients in navigating the complex world of finance, ensuring they receive the best possible solutions for their lending needs.
Key responsibilities include analysing clients' financial status, recommending lending solutions, arranging home loans, commercial loans, asset finance, and other types of finance for clients, and preparing documents outlining finance conditions, repayments, and loan periods.
Required Skills and Qualifications:- Diploma or high qualification in a relevant field such as finance, accounting or economics.
- Minimum two years' experience as a lending specialist with a proven track record of success.
- Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues alike.
- Passion for success in sales with a drive to consistently meet and exceed targets.
- Competitive salary package with opportunities for bonuses and promotions.
- Engaged, experienced, and supportive team environment that encourages collaboration and professional growth.
- Comprehensive training and support to ensure your success in this role.
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