Financial Advisor

17 hours ago


Auckland, New Zealand Prosperity Finance Full time

About the Role:As a Mortgage Adviser, you'll play a key role in providing expert mortgage advice, offering personalised financial solutions, and ensuring every client enjoys a seamless and positive experience with us.
This role is ideal for someone passionate about making a difference in people's lives, delivering exceptional service, and thriving in a results-oriented environment.Key Responsibilities:Develop and manage a portfolio of clients seeking mortgage solutions.Provide professional, compliant, and ethical mortgage advice tailored to each client's unique needs.Build and maintain relationships with lenders, clients, and referral partners.Stay updated on market trends, lending policies, and financial products.Achieve agreed performance targets while maintaining a strong focus on customer satisfaction.Skills and Experience:You need to be fluent in Mandarin Chinese.Proven experience in mortgage advisory role.Strong knowledge of lending practices, financial regulations, and mortgage products, property tax and asset protection.Excellent interpersonal and communication skills.Results-driven with a passion for delivering high-quality service.Ability to manage multiple tasks efficiently and effectively in a fast-paced environment.
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