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Senior Financial Advisor
vor 2 Monaten
Job Summary:
We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Freestar People AG. As a Senior Banker Greece, you will be responsible for managing and developing a private client portfolio consisting of high net worth and ultra-high net worth individuals from Greece and Cyprus.
Key Responsibilities:
- Develop and sustain relationships in the region through frequent traveling to prospect new business and meet clients.
- Provide tailored financial advice, investment strategies, and customized solutions to meet the clients' diverse needs.
- Collaborate closely with internal experts to offer a wide range of banking, investment, and advisory services.
- Ensure compliance with regulatory requirements and internal policies.
Requirements:
- At least 7-10 years of proven experience as a (Senior) Relationship Manager/Private Banker in Wealth Management.
- Proven track record of relevant experience in client acquisition.
- Proven track record of revenue generation and asset acquisition.
- Sound knowledge of the Greek and Cypriot market and its regulatory landscape.
- Very good knowledge of products, services, global compliance aspects, and financial markets.
- Exceptional interpersonal skills with the ability to communicate effectively and build trust with clients and colleagues.
What We Offer:
As a Senior Financial Advisor at Freestar People AG, you will have the opportunity to work with a diverse range of clients and develop your skills in financial advisory and wealth management. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.