Mortgage Product Consultant
6 days ago
Overview:
We are Blue Ocean Capital Group Limited, a leading provider of financial services. We are committed to delivering exceptional results for our clients and strive to create long-lasting relationships built on trust and expertise.
About the Position:
This is an exciting opportunity for a skilled Mortgage Adviser to join our team. As a key member of our team, you will be responsible for providing expert financial guidance and support to our clients.
Main Responsibilities:
- To conduct thorough financial assessments of clients to identify their financial goals, risk tolerance, and current situation.
- To develop comprehensive financial plans that align with clients' objectives, providing ongoing recommendations and adjustments.
- To stay informed about market trends, economic developments, and financial products to offer up-to-date advice.
- To build and maintain strong client relationships through regular communication and proactive support.
Key Requirements:
- A proven track record of success in a similar role, preferably with a background in financial planning and wealth management.
- Excellent communication and interpersonal skills to effectively connect with clients and build trust.
- A self-motivated, goal-oriented individual who is driven to exceed targets and deliver exceptional client service.
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