Cepal Hellas Financial Services S. A.
Finance / FinServ
FinancialAdvisor
“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.
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
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