Job Description

Job Summary:

We are looking for passionate about helping others, self-disciplined, target driven, very organized individuals to join our vibrant friendly account manager team, to help our clients and to support our adviser team.

We will trust you to:

Serve as the lead point of contact for all customer account management matters Ensure the timely and successful delivery of guidance, support and information according to customer needs and objectives Assist with challenging client requests or issue escalations as needed Input and process all mortgage & insurance applications using the various systems (trainings will be given) Liaise with customers, banks, insurance providers, property developers, estate agents and solicitors in a timely and professional manner, ensure requests are resolved appropriately within agreed time scale Collaborate with sales team to identify and grow opportunities

You need to have:

Good organisational skills and the ability to prioritise workloads Excellent communication skills (written and verbal) in both English and Mandarin at all levels Ability to work as part of a team and on own initiative to achieve common goals and contribute to good team morale Excellent interpersonal skills are required to clearly explain and justify the reasoning behind a particular request for information Previous experience of working in a financial environment is not required but preferred Experience and knowledge of investment, pension, mortgage or protection are not necessary, would be desirable
Job Types: Full-time, Permanent

Pay: 23,809.00-25,000.00 per year

Additional pay:

Performance bonus
Benefits:

Casual dress Company events Company pension Employee discount Employee mentoring programme Financial planning services Private medical insurance UK visa sponsorship
Language:

Mandarin (required)
Work Location: In person