Mandarin Speaking Associate (AU client)

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TYPE OF WORK

Full Time

SALARY

TBD

HOURS PER WEEK

40

DATE POSTED

Feb 3, 2025

JOB OVERVIEW

Company Description:
ZENRG Finance is a dynamic financial services firm dedicated to providing tailored solutions in mortgage broking, insurance, and financial planning. They prioritize client needs with a focus on integrity, innovation, and personalized service, aiming to empower individuals and businesses to achieve their financial goals through expert guidance and comprehensive financial products.

Job Description:
We are seeking a Mandarin-speaking Associate who is well-versed in accounting, finance, and the mortgage industry to support our Australian clients. In this role, you will be responsible for assisting clients throughout the mortgage process, providing clear guidance, and ensuring smooth communication between Mandarin-speaking clients and our Australian-based team. The ideal candidate will be highly organized, proactive, and have a strong understanding of mortgage operations and financial principles.

Key Responsibilities:
• Act as the main point of contact for Mandarin-speaking clients, facilitating clear and effective communication in both Mandarin and English.
• Provide clients with expert advice on mortgage products, financial planning, and home loan eligibility in line with Australian market practices.
• Assist clients in completing mortgage applications, ensuring all documentation is accurate and submitted in a timely manner.
• Review financial documents, assess client borrowing capacity, and help determine appropriate mortgage options.
• Conduct data analysis and prepare reports for clients and the management team to help guide decision-making.
• Liaise with relevant financial institutions, banks, and stakeholders to ensure clients' mortgage applications are processed efficiently.
• Maintain up-to-date knowledge of industry regulations, financial products, and market trends in Australia.
• Support the sales team by providing insights into Mandarin-speaking client needs and helping with client inquiries.
Qualifications
• Fluency in Mandarin and English (both verbal and written) is essential for communicating with clients and handling documentation.
• A strong understanding of the accounting, financial, and mortgage industries.
• Proven experience in the mortgage industry or a related field is preferred.
• Excellent communication and interpersonal skills for effective client interaction and relationship management.
• Strong analytical skills for data analysis, report preparation, and decision-making.
• Attention to detail and ability to work under pressure to meet deadlines.
• Familiarity with Australian mortgage regulations and processes is a plus.
• Proficiency in Microsoft Office and CRM software.
• A degree in finance, accounting, business, or a related field is preferred.

How to apply:
• Send your share link of your cv/resume and portfolio (if any).
• Create a loom video with 2-5 minutes that will cover the following:
o A brief introduction about yourself in English and then translate to Mandarin.
o An overview of your professional background and experience relevant to the role of Mandarin Speaking Associate.
o Your motivation for applying.
o Any additional information you believe would support your application.
• There will be an assessment to be provided via email.
• Process your DISC profile using the link below and send the result as a share link.
o https://discpersonalitytesting.com/free-disc-test/

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