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 jobs@careerfinders.com.cy quoting the reference number CAR7356. 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.