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.