CareerFinders, on behalf of our client, a well-established, regulated Investment Firm with offices across Cyprus, we are seeking to recruit a Spanish and/or Portuguese-Speaking Sales & Retention Agent to join their growing team based in either Limassol or Nicosia. The successful applicant will primarily be responsible for managing client relations aiming to ensure clients’ ongoing trading interest and activity. An academic background relating to Finance, Mathematics, other related field is desirable, and any basic or advanced Certification from the Cyprus Securities & Exchange Commission will be considered an advantage. You will need to be fluent in both written and spoken Spanish and/or Portuguese and be confident using the English language. Our client offers an attractive remuneration and benefits package including Medical Insurance, Provident Fund, Remote Work, flexibility in start time in the morning and eligible for monthly Commission.
Key Duties/Responsibilities:
- Being
responsible for the ongoing sales and retention and servicing of clients,
as well as for ensuring clients’ ongoing trading interest and activity.
- Developing,
managing, and maintaining excellent professional relationships with
clients, ensuring that clients remain active in trading terms for the
longer term.
- Communicating
regularly with clients via phone, email and online chat ensuring they
receive the highest level of service and support.
- Assisting
clients with enquiries that they may have on technical and onboarding
matters and following up as necessary, ensuring therefore the highest
levels of client satisfaction.
- Adhering
to the Company’s targets with respect to the achievement of clients’
deposits and trading activity by exercising commercial skill and
competence whilst also complying with the Company’s compliance standards
as set out below.
- Adhering
at all times with the Code of Conduct of the Company and the standards set
by the Company’s Compliance department for all sales and other
communication to actual or prospective clients to be fair, clear, not
misleading and not aggressive. In particular, ensuring that during sales
calls, no investment advice or recommendation, no stage names, no
aggressive or false tactics and also no promises, representations or
guarantees are given to prospective clients by the Employee.
- Following
all the ‘Dos and Donts” that the Company may issue from time to time with
respect to the Sales and Retention efforts towards prospective and actual
clients.
- Keeping
up to date with and adhering to key regulatory requirements for investment
services and client communications.
- Keeping
up to date with political and economic news, market information and
trends. Where any such information is provided to clients, this must be
purely factual information, the source should be identified to each client
and no advice or recommendations to be provided.
- Maintaining
detailed knowledge of the Company’s products, trading platforms and terms
and conditions of trading.
- Assisting
in the generation of new business through following up on leads and the
identification of new leads and networks of affiliates and business
introducers, in line with the pre-approved Company practice.
- Following
approved templates with the appropriate disclaimers for any client
communication. Any translations should adhere to the same requirement and
should be an accurate version of the English templates at all times.
- Providing
Management with feedback on prospective and actual client expectations and
with ideas for the further growth of the business.
- Undertaking
any other related tasks assigned by management.
Key
Skills/Experience:
- Bachelor’s
degree in Finance, Mathematics, other related field.
- Basic
or Advanced Certification from the Cyprus Securities & Exchange
Commission will be considered an advantage. Excellent understanding of the
financial and capital markets.
- Experience
in a similar role will be considered an advantage.
- Excellent
knowledge of English, Spanish, and Portuguese, both verbal and written.
- Knowledge
of additional languages will be considered an advantage.
- Excellent
communication and relationship building skills especially through
telephone communication.
- Excellent
persuasion and negotiation skills.
- Proven
ability to build and develop strong relationships.
- Self-
motivated with a ‘selling’ mindset.
- Dynamic,
flexible with strong attention to detail.
- Target-oriented,
competitive and success-driven.
- Team
player.
Key Benefits:
- Medical
Insurance.
- Provident
Fund.
- Remote
Work (currently at least 3 days in and 2 remotely).
- Flexibility
in start time in the morning.
- Eligible
for monthly Commission.
To apply for this vacancy, please send your CV, along with any covering letter to [email protected] quoting the above job title. Please note that due to the high volumes of applications received only shortlisted applicants will be responded to. By sending us your CV you are giving CareerFinders your consent to be contacted for this and any other suitable vacancies that we believe match your skills and experience. To view our privacy policy, please click www.careerfinders.com.cy/privacy-policy.