Senior Financial Advisor Greece
vor 8 Stunden
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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