Bilingual Forex Success Advisor (EN/ES/PT)

One Royal; Colombia; Remote; COP 101,849,000 - 165,505,000; Full time

Job summary

OneRoyal is seeking a commercially driven Customer Success Agent to handle Spanish- and Portuguese-speaking clients. You will convert prospective clients into funded accounts, nurture existing relationships, and grow an assigned portfolio, while ensuring compliance and accurate CRM-driven record keeping.

The role requires fluency in Spanish and Portuguese with good English for internal communications. Experience in forex sales, account management, or client retention is preferred, and you will

Qualifications

• Fluency in Spanish and Portuguese.
• Good command of English for internal communication and reporting.
• Experience in forex conversion, retention, or account management.
• Strong relationship-building, communication, and negotiation skills.

Responsibilities

• Contact and follow up with prospective clients, explain OneRoyal’s products and services, and guide them through onboarding and their first deposit.
• Manage an assigned client portfolio, building long-term relationships through regular communication and responsive support.
• Identify client needs and support ongoing engagement, account funding, and trading activity.
• Re-engage inactive clients and address service issues that may affect retention.
• Assist clients with account inquiries, platform navigation, and deposit and withdrawal procedures.
• Maintain accurate CRM records of leads, client interactions, follow-ups, and portfolio performance.
• Meet agreed conversion, retention, and portfolio growth targets while following OneRoyal’s communication and compliance procedures.
• Explain products and trading risks accurately without providing investment advice or promising returns.

Skills

Spanish

Portuguese

English

Client relationship management

Negotiation

Follow-up

CRM systems

MT4/MT5

Tools

MT4/MT5

CRM platforms

Job description

OneRoyal is seeking a commercially driven Customer Success Agent to handle Spanish- and Portuguese-speaking clients. You will convert prospective clients into funded accounts, nurture existing relationships, and grow an assigned portfolio, while ensuring compliance and accurate CRM-driven record keeping.

The role requires fluency in Spanish and Portuguese with good English for internal communications. Experience in forex sales, account management, or client retention is preferred, and you will