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Teleperformance Spain

Customer experience and business services

Investment Fund Specialist - Banking Sector

Full-Time
€24.5k/yr+ Variable incentives + Referral bonus
Junior
Málaga, Spain
HybridFirst month is fully on-site for training; thereafter, five office days per month and three weeks of telework.

About the job

Requirements
  • Certification under MiFID II or an equivalent investment-advisory certification such as EIP, EFA, EFP, EAF, or CEFA, issued by an entity accredited by the CNMV; the employer can provide certification if needed.
  • At least six months of experience in banking and investment-fund advisory.
  • Intermediate proficiency with Microsoft Office.
  • Ability to work efficiently in computer environments and type quickly.
  • Strong oral and written communication that demonstrates professionalism.
  • Results orientation and problem-solving skills.
  • Quality orientation and strict regulatory compliance.
Responsibilities
  • Attend new clients through assigned appointments.
  • Contact the client portfolio periodically to make investment-fund advisory proposals.
  • Conduct client contacts by video call or telephone through assigned appointments.
  • Provide expert advice to clients seeking efficient and personalized solutions.

About the company

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Teleperformance Spain

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Teleperformance Spain is the Spanish operation of a global customer-experience and business-services company. It delivers customer care, technical support, sales, back-office processing, content-related operations, and other outsourced services for client brands. Multilingual teams support consumers and business customers across phone, messaging, digital, and operational channels. Delivery centers and remote teams are coordinated through workforce management, training, quality, technology, security, and client operations. Roles span customer service, sales, technical support, content operations, team leadership, recruiting, and business support.

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