Portuguese Financial Services Investment Specialist in Madrid, Spain
My Client is looking for a Portuguese speaking candidate with Banking experience.
You Should have one of the Certifications CIF, CAF, EFPA, EFA, but if you have really strong Banking experience kindly still apply.
*Attend Inbound and outbound calls, emails, WhatsApp, chat to provide customer support and cross sell specific products in the German 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 level
*High level of English and MS Office (Excel, Word, PowerPoint, Access).
*Higher education in ADE, CCEE, Law or similar.
*Proven commercial experience of minimum 1 year in brokerage or investment service or selling Investment products.
*Experience in issuing calls for sale of investment products (Funds, plans, etc.)
*Experience in departments of financial analysis or market analysis.
*Knowledge of financial markets, statistics and mathematics.
*Certifications CIF, CAF, EFPA, EFA, etc.
*Analytical ability and ease to acquire new complex knowledge autonomously.
*Full time position (39 hours/week)
*Salary: 25.000€ gross/year
*WITH NO CERTIFICATES - €18000 gross/year
*Full Relocation- Flight and €600 for accommodation
*Opportunity to grow in a multinational company