Financial Services Consultant / 顧問
Eagle Partners (International) Co., Limited
公司用戶
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...了解更多
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。
申請工作時,切勿提供重要的個人資料,例如身份證、銀行戶口及信用卡的資料。
不要隨便相信「無需經驗、學歷」,又「人工高、福利好」的招聘廣告,應留意空缺工資與所需條件是否合乎現實和市場水平。對公司背景資料、空缺職責或行業亦應有基本認識。