Cepal Hellas Financial Services S. A.

Finance / FinServ

FinancialAdvisor

athens, attica, greece FULL TIME
The Brief

“Financial Advisor at Cepal Hellas Financial Services S. A.. Skills: providing expert advice to clients, assessing risk tolerance, developing customized and effective financial solutions. 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”

What You'll Achieve.

achievement of set objectives; achieving the set goals; achieving organizational objectives; Key Performance Indicators (KPIs) are met

Industry & Context.

Finance / FinServ
Problems you'll solve

developing customized and effective financial solutions

What They're Looking For.

Must Have

Bachelor’s 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

What You'll Do.

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

and bank) after receiving the debtor's consent to an available option

Adheres to the Company's code of ethics and ensures compliance with policies to minimize customer complaints

How You'll Work.

Team & Collaboration

Coordinates all necessary procedures in collaboration with involved parties (such as debtor, legal team, and bank)

Communication Scope

Excellent interpersonal and communication skills; Excellent level of written and oral communication in English and Greek

Free ATS check

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