Legal

As our client, you have trusted us to help you achieve financial success and security. Your trust is our most valuable asset.

We conduct ourselves with professionalism and integrity, always maintaining the highest standards of confidentiality, privacy and data securityand we are committed to deliver services of the highest quality.

Investing is a risky business and the value of investments can go up as well as down in value. This means that you could get back less than the capital that you put in. No financial instrument or service is appropriate for everybody nor can it achieve all objectives of an investor.

We believe that our approach of building customized financial plans designed with a risk profile that each investor is comfortable with is the cornerstone of success.

A summary of our policies is set out below

Code of Conduct

Web Privacy Policy

Email disclaimer

Anti-money laundering policy

Markets in Financial Instruments Directive (MiFID)

Risk disclaimer

Investor Compensation Fund

Best Execution Policy

Staff Remuneration Policy

Complaints Handing Policy

Conflicts of Interest Policy

Investor Compensation Policy

Execution Quality Summary Statements

Execution Summary Statement 2019 (RTS28)

Execution Summary Statement 2020 (RTS28)

Pillar III Disclosures

Emergo Wealth Pillar III Report (April 2021)

Emergo Wealth Pillar III Report (May 2020)

Emergo Wealth Pillar III Report (April 2019)

Emergo Wealth Pillar III Report (April 2018)

Emergo Wealth Pillar III Report (April 2017)

Emergo Wealth Pillar III Report (April 2016)

Emergo Wealth Pillar III Report (May 2015)

address

12 Demosthenis Severis Avenue

5th Floor

1080 Nicosia

Cyprus

Phone: +357 22449122

Fax: +357 22780589

Email: info@emergowealth.net

Emergo wealth

Emergo Wealth is a licensed Investment Firm. Our job is to provide financial services and advice our clients to invest and manage their hard-earned money safely, securely and responsibly. We also provide a broad range of fund management and administration services, as well as financial advisory services, related to fund set up, venture capital and private equity. Emergo Wealth is registered with the Cyprus Securities & Exchange Commission under the provisions of the applicable legislation [License Number 232/14]

The Position:

We are looking for a Business Development Officer who will be passionate about growth, applying new skills to assist and support the operations of its team in Nicosia

Duties and Responsibilities:

The Business Development Officer will be responsible for identifying and contacting prospect clients, responding to inbound requests, qualifying potential opportunities, scheduling and conducting product presentations to companies and individuals

Main responsibilities includes:

Monitoring the client relations on an ongoing basis to ensure customer satisfaction at all times.

Working as part of the Emergo Wealth team to develop the Company’s offering both locally and internationally, online and in person.

Identifying, qualifying and cultivating new sales opportunities through multiple mediums (email, phone, inbound website leads, and more).Maintaining a high level of attention to detail and managing all respective sales activities (notes, follow-ups, emails, call logs) within Emergo’s CRM tool.

Actively promoting and selling the Company’s products and services, including the LifeGoals family of products on an ongoing basis.

Arrange/attend/deliver presentations to prospect, aftersales meetings and client reporting.

Creating informative content and templates in line with the Company’s brand guidelines.

Keeping up to date with financial products and the relevant legislation.

Skills/ Qualifications / Experience:

University or College degree

At least 2 years sales-related experience

Excellent command of both Greek and English

Finance related degree and/or CySec Advanced certification will be considered an advantage

Proficiency in Microsoft Office suite

Computer literate, ability to work with new software packages

Excellent written and verbal communication skills in both English and Greek

Attention to detail and accuracy

Being able to work independently and as part of a diversified team

Excellent communication and organisation skills

Professional attitude and appearance

Initiative

Confidentiality

Location: Nicosia

Remuneration: Emergo Wealth offers a competitive compensation package and a unique opportunity to significantly participate in the growth of an innovative company.

Apply today