Private Banker (Market Areas) [Greece]

 

Adecco HR is the global leader in HR services, certified in Greece with ISO 9001:2015 in the field of search and selection services and temporary placement. Adecco is currently seeking, on behalf of its client, a leading systemic bank, a dynamic professional to cover the following position based in Attica:
The job holder will report to Market Area Manager .
Main Responsibilities:

• Perform customer profiling
• Cover the whole range of investment services, with emphasis on advisory services and portfolio management
• Acquire new Customers and enhance existing relationships through synergies with the Branch Network, other Business Divisions of the Bank and Customer Referrals
• Ensure the provision of excellent customer service and orientation

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Candidate Profile:

• A Bachelor’s Degree in Finance or in any other related discipline and a Master’s degree in a relative field.
• At least four (4) years of working experience in relationship building with affluent,, High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals/customers.
• A relevant Certification (at least Level B) by the Bank of Greece.
• A demonstrated track record in relationship acquisition and wealth management
• Deep knowledge and understanding of the financial markets as well as product expertise and technical competence in the understanding, development and delivery of Investment Solutions
• Compliance with Bank’s and Private Banking procedures as well as alignment with regulatory constraints and directives
• Understanding of and compliance with the Markets in Financial Instruments Directive (MiFID)II
• Strong awareness of risk and compliance issues
• Strong IT skills, including in the MS Office applications (Word, Excel, PowerPoint)
• Outstanding communication skills, when interacting with sophisticated Customers
• Excellent presentation and interpersonal skills
• Ability to multitask and prioritize
• Entrepreneurial and innovative approach to the identification of business opportunities.
• Influencing skills/Persuasiveness
• Ability to travel for at least 35% of worktime

Company offers:

• Competitive remuneration package (salary & bonus)
• Company car, cell phone
• Life and health insurance
• Pension Plan
• Other perks
• Dynamic and challenging working environment

After the screening of the CVs, we will contact the candidates who meet the profile’s requirements to arrange an interview.
All applications are considered as strictly confidential.

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