Cepal Hellas Financial Services S. A.

Financial Services

FinancialAdvisor

Heraklion, Greece FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Financial Advisor at Cepal Hellas Financial Services S. A.. Skills: financial advice, debt management, client relations. providing expert advice to clients. assessing their risk tolerance”

Industry & Context.

Financial Services
Problems you'll solve

developing customized and effective financial solutions; discusses available solutions; identifying viable options for assigned clients

Eligibility Requirements

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

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.

providing expert advice to clients

assessing their risk tolerance

developing customized and effective financial solutions

Communicates with debtors to arrange meetings for restructuring and discusses available solutions

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

Monitors daily to ensure that Key Performance Indicators (KPIs) are met

Coordinates all necessary procedures in collaboration with involved parties

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

Full Job Description

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 debtor's consent to an available option * Adheres to the Company's code of ethics and ensures compliance with policies to minimize customer complaints **Requirements** **Education, Experience and Technical Skills** * 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 ** 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 **Benefits** Here’s what you can look forward to as part of the #CepalTeam: * Competitive Compensation : We offer an attractive salary, annual performance-based bonuses, and a monthly meal allowance through our ticket restaurant card * Health: Private medical insurance

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