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Expert Financial Advisor

CepalAthens, Attica, Greece
On-site Full-time

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Experience Level

Experience

Qualifications

Education, Experience, and Technical Skills: A Bachelor’s degree in Economics, Banking, or a related field. Over 3 years of demonstrated experience in portfolio management and/or within a Branch Network. Proficient in both written and spoken English and Greek. Strong computer skills, with proficiency in MS Office applications. Competencies: Outstanding interpersonal and communication abilities. Robust negotiation and influencing skills. Results-oriented mindset focused on achieving organizational targets. Exceptional customer service orientation (both internal and external). Capacity to manage confidential information discreetly.

About the job

As a Financial Advisor at Cepal, you will play a pivotal role in delivering tailored financial guidance to our clients. Your expertise will be vital in assessing client risk profiles and crafting bespoke financial strategies that align with their objectives.

Main Responsibilities:

  • Engage with debtors to schedule restructuring meetings and discuss potential financial solutions aimed at reaching their goals.
  • Conduct in-depth, face-to-face consultations with clients, providing clear advice on debt resolution options and detailing the procedural steps and required documentation.
  • Negotiate specific terms within available solutions, always seeking to uncover feasible options for each client.
  • Regularly monitor and ensure Key Performance Indicators (KPIs) are achieved, as directed by the Team Leader.
  • Facilitate necessary processes in collaboration with relevant parties (such as debtors, legal advisors, and banking institutions) following client consent to proposed solutions.
  • Uphold the Company’s ethical standards and ensure adherence to policies to reduce customer complaints.

About Cepal

Cepal is dedicated to providing innovative financial solutions that empower our clients to achieve their financial goals. Our team is committed to excellence, ensuring that every client receives personalized service tailored to their unique circumstances. Join us and be part of a dynamic team that values growth, integrity, and success.

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