Direct Client Relations Officer - Portuguese speaker
On-siteFindel, Luxembourg, Grand Duchy of Luxembourg
Job Summary
Provide full support to sales leaders on B2C clients for the relevant market, ensuring exceptional ongoing servicing and identifying top-up opportunities. Act as a trusted, proactive central point of contact for servicing queries and problem-solving for the allocated book of clients. Support completion of all remediation files within the own market portfolio and collaborate with operations teams to execute transactions. Where possible, support rolling out the usage of the digital platform Connect to own market clients to create operational leverage. Actively share knowledge with team members and cross-functional colleagues while championing a strong team identity. This role requires fluent English and native Portuguese, with at least 2-3 years of experience in a similar role, preferably within the financial sector. The candidate must be approved as an insurance agent and possess basic affinity with the high net worth segments in Portugal.
Required Qualifications
- At least 2-3 years of experience in a similar role
- preferably within the financial sector
- ideally with experience of high net worth, sophisticated clients
- The candidate either is or will have to be approved as insurance agent (by the Commissariat aux Assurances - Luxembourg)
- Basic affinity with the financial framework and context of the high net worth segments in Portugal
- Ability to understand more complex client driven transactions
- experience with AML/KYC requirements
- Fluent English
- native command of Portuguese
- Proficient user of MS Word
- Proficient user of Excel
- Proficient user of PowerPoint
- Proficient user of Outlook
- Adaptable and flexible
- enjoy working in a challenging and dynamic environment
- A team player
- outstanding organisational and communication skills
- Customer-oriented approach
- professional appearance and conduct
- diplomatic
- demonstrate absolute discretion as the situation demands
- Ability to operate autonomously
- prioritise tasks
- exercise sound judgment
- creativity in finding solutions
- Proactive and reactive
- quick learner
- willingness to learn about the business
- contribute to its success
- Stress and workload peaks resistant
- Strong interpersonal and empathetic communication skills
- Proven collaboration experience within cross-functional teams
- Solution-focused mindset
- drive for continuous improvement
- client satisfaction
- provide a criminal record (Bulletin n°3 for Luxembourgish residents)
Desired Qualifications
- experience within the financial sector
- ideally with experience of high net worth, sophisticated clients
- Any other European languages
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