Description

Role Purpose:

Role Requirements:

Key Accountabilities and Activities:

• Account Opening:
  • Initiate and nurture prospective client portfolios until account establishment.
  • Clearly communicate Moneycorp’s services, customizing solutions to meet client needs where possible.
  • Engage in proactive selling to enhance the conversion rate of the Private Client business.
  • Strengthen and maintain client relationships through effective rapport building.
  • Educate clients on our Brazilian Real solutions, ensuring they understand the process for booking deals.
• Achievement of Targets and KPIs:
  • Meet specified targets and KPIs related to call volume, sales activities, sales outcomes, quality standards, and revenue.
• Liaising with Internal and External Departments:
  • Collaborate with business units such as Moneycorp Banco de Cambio to open accounts, improve conversion ratios, provide lead feedback, foster team relationships, and support tasks related to our Brazilian operations.
• Liaising with Payments/CS Team:
  • Ensure timely processing of client payments, maintaining high customer service standards.
• Compliance:
  • Keep detailed records of all client interactions.
  • Maintain all documentation to the required standards.
  • Uphold company procedures, especially KYC processes and CRM record maintenance.

Person Specification:

• Knowledge and Experience:
  • Prior experience in customer service environments.
  • Familiarity with relevant legislation and regulatory obligations in Brazil (desirable).
  • Understanding of financial services markets, products, and services specific to Brazil (desirable).
• Skills and Competencies:
  • Fluent in English and Portuguese, with excellent communication skills.
  • Strong interpersonal, relationship-building, influencing, and negotiating skills.
  • Effective decision-making and problem-solving abilities.
  • Ability to work well within a team.
• Technical Skills:
  • Familiarity with work processes and CRM systems (desirable).
  • Basic proficiency in Microsoft Excel and Outlook.
  • Typing speed of at least 50 words per minute.
• Education:
  • Degree in a related field or experience within a financial institution (desirable).
• Personal Attributes:
  • Proactive, confident, tenacious, and approachable.
  • Driven by personal initiative, flexible, adaptable, with a positive attitude.