Financial Broker Specialist & Team Manager

• Strong Communication and Customer Service skills, with a client-focused approach
• Experience in Sales and Sales Management with a proven ability to meet and exceed targets
• Ability to conduct Training sessions and support team development
• Exceptional interpersonal skills and a results-driven, proactive mindset
• Bachelor’s degree in Finance, Business Administration, or a related field (preferred)
• Relevant experience in financial services is a plus
• Proficiency in Romanian and English languages

We are seeking a full-time Financial Broker Specialist to join our dynamic team in Bucharest, Romania. This hybrid role includes both working from our Bucharest office and remote work opportunities. Day-to-day responsibilities involve building and maintaining client relationships, understanding client financial needs, providing expert investment and financial planning guidance, and achieving sales targets through effective collaboration. Additionally, the role involves participating in ongoing training and supporting the team in improving overall sales strategies and customer experiences.

Winners Group is a trusted financial intermediary with over 16 years of experience helping clients achieve their financial goals. With operations in six countries—Macedonia, Slovakia, Ukraine, Bulgaria, Poland, and Romania—we deliver expert solutions in investment advisory, wealth management, financial planning, corporate finance, and risk management. Our mission is to empower clients with personalized financial strategies and innovative solutions. Winners Group is spearheading a transformative approach to financial services in every country we operate, combining expertise and innovation. Join us in driving the financial revolution and delivering exceptional value to clients worldwide.