Financial Services Consultant / 顧問

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Eagle Partners (International) Co., Limited

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Eagle Partners (International) Company Limited is a consultancy firm established and managed by seasoned Human Resources professionals. We operate across the private and public sector, dealing with...Know more

Job Info
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What is it about:

  • Provide clients with high-level financial advice and services, including premium financing and private banking product solutions.
  • Utilize the existing real estate network and telesales system to generate consultant leads.
  • Address clients' needs and concerns through face-to-face or phone communications.
  • Collaborate with the team to improve efficiency and achieve goals.
  • Build long-term relationships with clients and explore new business opportunities.

Requirements:

  • Good English and Mandarin, with fluent Cantonese.
  • Proactive with excellent communication skills.
  • Self-motivated, customer-oriented, and able to work under pressure.
  • Able to establish long-term relationships with clients and explore new business opportunities.
  • Knowledge of financial planning and banking product solutions will be a plus.

The team consists of 40 people and continuously expanding. They have an existing real estate network and a strong telesales system that can help generate leads. If you are passionate about providing excellent financial advice and solutions to clients and want to join a dynamic team of professionals, we encourage you to apply for this opportunity.

工作職責:

  • 為客戶提供高水平的金融服務,包括保費融資和私人銀行產品解決方案等。
  • 利用現有的房地產網絡和電話銷售系統為顧問產生潛在客戶。
  • 與客戶面對面和電話溝通以解決他們的疑慮和需求。
  • 與團隊合作,提高效率並實現目標。
  • 建立與客戶的長期關係,開拓新的商機。

要求:

  • 良好的英語和普通話,流利的廣東話。
  • 積極主動,具備卓越的溝通技巧。
  • 自我激勵,以客戶為導向,能夠承受壓力。
  • 能夠與客戶建立長期關係,並開拓新的商機。
  • 對金融規劃和銀行產品解决方案有經驗者將優先考慮。

他們的團隊由40人組成,並不斷擴張中。他們現時擁有的房地產網絡和電話銷售系统,可幫助產生潛在客戶。如果您熱衷於為客户提供優質的金融建議和解决方案,並想加入一个充滿活力的專業團隊,我們鼓勵您申請這份工作。 



 

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