Mandates

Investment Counselor, Greece & Cyprus UHNW Coverage, Bulge Bracket Bank, Madrid

Requirements

Private BankingGreeceDirectorVice PresidentMadrid10+ Years Experience

Experience

FICCAsset ManagementWealth ManagementStructured ProductsFXDerivativesCoverageBondsUHNWIFamily OfficeGreek - Fluent

Responsibilities

PitchingExecutionAnalysisClient Coverage

Details

Build and manage a successful practice centered on deepening relationships by providing prospective and existing clients with appropriate investment advice and solutions across asset classes and product types

Primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)

Provide superior advice on markets, products, and asset allocation

Engage and advise clients on brokerage activity and execute trades


No longer available