Senior Financial Advisor Greece

vor 4 Wochen


Genf, Genf, Schweiz Freestar People AG Vollzeit

Job Title: Senior Financial Advisor Greece

About the Role:

We are seeking a highly experienced Senior Financial Advisor to join our team at Freestar People AG. As a Senior Financial Advisor, 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.

About the Responsibilities:

  • Develop and sustain relationships in the region with 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

About the Requirements:

  • At least 7-10 years of proven experience as (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


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