Financial Advisor (Crete)
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The Financial Advisor is responsible for providing expert advice to clients assessing their risk tolerance and developing customized and effective financial solutions to ensure the achievement of set objectives.
Main Responsibilities:
- Communicates with debtors to arrange meetings for restructuring and discusses available solutions focusing on achieving the set goals
- Conducts face-to-face meetings with debtors to advise them on available solutions for settling their debt informing them of the process to follow and the required documentation
- Negotiates specific terms within the available solutions always striving to identify viable options for assigned clients
- Monitors daily to ensure that Key Performance Indicators (KPIs) are met based on instructions from the Team Leader
- Coordinates all necessary procedures in collaboration with involved parties (such as debtor legal team and bank) after receiving the debtors consent to an available option
- Adheres to the Companys code of ethics and ensures compliance with policies to minimize customer complaints
Requirements
Education Experience and Technical Skills
- Bachelors degree in Economics Banking or other related field
- More than 3 years of proven experience in portfolio management and/or Branch Network
- Excellent level of written and oral communication in English and Greek
- Computer literacy knowledge of MS Office applications
Competencies
- Excellent interpersonal and communication skills
- Strong negotiation and influencing skills
- Result-orientation with a scope on achieving organizational objectives
- Exceptional customer focus (Internal/External)
- Ability to handle confidential information with discretion
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
About Company
Cepal is a company which specializes in providing servicing management for loan and credit receivables, regulated by the Bank of Greece and according to Article1 Paragraph 1. a. of Law 4354/2015 as stipulated in the Executive Committee Act 095/27.5.2016. We bring strategic know-how an ... View more
