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Portuguese Speaking Financial Representative

SpotON Connections
Contabilidade, Fiscalidade e Finanças
Intervalo salarial:
Informação exclusiva JobMatch

Descrição da Empresa

SpotOn Connections offers international recruitment solutions and career consultancy for all industries across Europe. We deliver a premium service at all stages of the recruitment process, taking the time to get to know our clients and candidates on a personal level so that we can make the perfect match. Our network of consultants come from a recruitment background, with particular specialisation on the finance, legal, technical, and multilingual industries.

We pride ourselves on our ability to fully understand the needs of both our clients and candidates, building long term relationships that are mutually beneficial to all. Our highly tailored approach to recruitment ensures that we know exactly what individuals are looking for and allows us to match the correct profile to the correct role across all functions, ranging from entry level to senior level positions.

We currently have more than twenty five staff working at our offices in Malta and Portugal, and will be opening a new office in Ireland at the start of 2018. We ensure that we are constantly updated on the market place, current trends, business news, and job opportunities within every sector that we recruit for, and we are constantly looking to expand into new areas as demand for our offerings continues to increase.

Registada há 2 anos no SAPO Emprego 836 ofertas anunciadas nos últimos 6 meses

Detalhe da Função

Attend Inbound and outbound calls, emails, WhatsApp, chat to provide customer support and cross sell specific products in the Portuguese market.
Inform and sell saving and investment products (securities and derivatives, Investment Funds, Pension Plans, savings insurance, discretionary or objective management, etc.) in which the client can invest in.
Inform customers about the main variables and situation of the national and international financial markets and their impact on the different products and services in portfolio.
Carry out the operation, commercialization and incident’s management of the products and services described above.
Capitalise upselling & cross selling opportunities where applicable.

Portuguese native speaker
High level of English and MS Office (Excel, Word, PowerPoint, Access).
At least 10-12 months of experience in Online environments - Must
Higher education in ADE, CCEE, Law or similar - desirable
Proven commercial experience of minimum 1 year in brokerage or investment service or selling Investment products - Desirable
Certifications CIF, CAF, EFPA, EFA, etc - Desirable
Experience in issuing calls for sale of investment products (Funds, plans, etc.) - Desirable
Experience in departments of financial analysis or market analysis.
Knowledge of financial markets, statistics and mathematics.
High customer orientation, empathy and active listening.
Excellent communication capacity oral and written.
Analytical ability and ease to acquire new complex knowledge autonomously.
Demonstrated commercial capacity, relationship and dialogue with people, businesses or groups.
Skills for problem solving.
High teamwork capacity.
Enterprising and self-demanding character.
Results orientation, self-motivation ability.
Ability to plan, organize and work under pressure.
Initiative, autonomy and "Can do" attitude.
Flexibility and adaptability to changing environments and new technologies.

Pesquise também por: Portuguese


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