Commercial and Client Services PQO

CFI Financial Group; São Paulo; Presencial; BRL 120 000 - 180 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salaries and benefits

Work with industry professionals

Supportive and collaborative team

Unlimited opportunities for growth and

Development

Resumo da oferta

CFI Financial Group seeks a Commercial and Client Services PQO professional in Brazil to provide direct client service and commercial support. You will route client orders, assist with client acquisition, and manage relationships with clients and partners.

The role requires a PQO certification and strong knowledge of Brazilian financial products, with experience in equities/derivatives. English is a plus in interactions with CFI Global.

Qualificações

• Mandatory PQO certification appropriate to the activities performed.
• 5+ years of experience in a Brazilian CTVM/DTVM or brokerage.
• Strong understanding of Brazilian financial products and brokerage operations.
• Experience with client orders and client-facing activities.
• Experience in equities, derivatives, fixed income and/or other relevant brokerage products is desirable.
• Strong commercial and communication skills.
• Ability to combine product knowledge with sales/client relationship capabilities.
• Experience working with larger Brazilian brokers is highly desirable.
• English is desirable for interaction with CFI Global.

Responsabilidades

• Provide direct client service and commercial support.
• Receive and route client orders in accordance with procedures.
• Support client acquisition and relationship management.
• Develop and maintain relationships with clients and commercial partners.
• Explain financial products and services within the regulatory framework.
• Support Brazil unit's local sales processes.
• Work with Operations and Compliance to ensure smooth onboarding.
• Ensure interactions and order activities follow policies and Brazilian rules.
• Identify client needs and commercial opportunities.
• Support product positioning and commercial initiatives.
• Provide feedback to management on market demand and competition.
• Assist in developing commercial procedures, scripts, workflows and KPIs.
• Potentially support development and management of future sales/client-service professionals.

Conhecimentos

Strong commercial skills

Strong communication skills

Client relationship management

Descrição da oferta de emprego

CFI Financial Group is an award-winning trading provider, possessing more than 25 years of experience with multiple offices around the world including London, Larnaca, Beirut, Amman, Dubai, Port Louis, and others.

CFI is hiring! Make your mark in the online trading industry.

Are you looking to pursue a career in finance? Do you want to work with a dynamic and growing team in the exciting world of online trading and investing? If you answered yes, then we have some amazing opportunities for you!

Job Description:

We are hiring a talented Commercial and Client Services PQO professional to join our team.

Responsibilities:

• Provide direct client service and commercial support.
• Receive and appropriately route client orders in accordance with applicable procedures.
• Support client acquisition and relationship management.
• Develop and maintain relationships with clients and commercial partners.
• Explain financial products and services to clients within the permitted regulatory framework.
• Support the development of CFI Brazil's local sales processes.
• Work closely with Operations and Compliance to ensure smooth client onboarding.
• Ensure that client interactions and order-related activities follow internal policies and Brazilian regulatory requirements.
• Identify client needs and commercial opportunities.
• Support product positioning and commercial initiatives.
• Provide feedback to management regarding market demand, client preferences and competitive activity.
• Assist in developing commercial procedures, scripts, workflows and KPIs.
• Potentially support the development and management of future sales/client-service professionals.

Requirements:

• Mandatory PQO certification appropriate to the activities performed.
• Preferably 5+ years of experience in a Brazilian CTVM/DTVM or brokerage.
• Strong understanding of Brazilian financial products and brokerage operations.
• Experience with client orders and client-facing activities.
• Experience in equities, derivatives, fixed income and/or other relevant brokerage products is desirable.
• Strong commercial and communication skills.
• Ability to combine product knowledge with sales/client relationship capabilities.
• Experience working with larger Brazilian brokers is highly desirable.
• English is desirable and will be important for interaction with CFI Global.
• We’re a fast-growing, multinational company
• Competitive salaries and benefits
• Work and learn with industry professions
• Supportive and collaborative environment
• Unlimited opportunities for growth and development