Associate, Team Banker Greece Coverage, Madrid/London

Mandate Status: 
Mandate Code: 
- A bulge bracket bank, is seeking a Team Banker to join their Greece coverage team based in London/Madrid
- The role works closely with clients and Private Bankers to provide a high level of sales and product experience and support the banker in all aspects of reporting and regulatory requirements
- Solid knowledge of bank products and regulatory requirements are required


  • Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred)
  • Demonstrates extensive knowledge of all CPB banking and products systems, platforms, tools and capabilities
  • Proven experience in a front office environment dealing directly with clients
  • Knowledge of the Greek market
  • RDR compliant where relevant
  • FCA Registered or applicable qualifications
  • Excellent communication skills, written and verbal, in multiple languages as required
  • Strong client orientation
  • IT Competencies: Bloomberg, MS Office


  • Work in partnership with the Private Banker team to address the financial needs and expectations of the client
  • Exceed client expectations by thoroughly understanding problems and providing creative solutions
  • Maintain close contact with clients in conjunction with the Private Bankers
  • Provide direct and indirect sales support to the Private Bankers through joint calls and work closely with product specialists to implement client decisions as well as ensuring after-sales follow-up
  • Partner with Private Bankers to develop comprehensive understanding of client needs and to assist the Private Bankers in formulating and executing specific account strategies, proposing solutions and negotiating standard transactions
  • Provide innovative support in marketing strategies
  • Assist the Private Bankers in executing sales strategies for formulating strategies if required
  • Work with specialists and support team in conjunction with Private Banker to implement client decisions
  • Participate in client meetings and account reviews to understand the client’s requirements if needed
  • Prepare client pitches and assist in portfolio reviews
  • Helping bankers research potential target market clients and working with the banker and business development team on strategies to convert these prospect
  • Projects for the GMM/Team leader as required
  • Work with the Associate Banker to help the execution of transactions across the broad array of the firm’s products
  • Work with client and Private Banker, On-boarding team, Associate Banker and Client Services team to facilitate account opening and completion of the mandatory documentation especially in KYC and AML
  • Capture and maintain client information
  • Assist in Client Relationship Management e.g. updating the pipeline, logging call reports
  • Ensure compliance with all legal and regulatory requirements in line with the policies of the CPB
  • Monitor and adapt to changes in business processes and policies
  • Identify ways to streamline internal processes to make them more efficient
  • Maintain learning program through internal courses and external certifications


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