Private Banker - Relationship Manager
Main activities:Managing client portfolios and providing investment advisory through specialized financial products and services• Purchases of Greek and foreign bonds, stocks, mutual funds, ETFs, complex products• Opening portfolios under management (Discretionary Asset Management)• Accounts opening in the bank’s group subsidiaries in Luxembourg and Cyprus• Foreign exchange investment products and time deposits management• Attracting new clients through bank’s branch network or recommendations of existing clientsAccomplishments:• Effectively managed high net worth client portfolios and offered financial advice regarding investments• Performed risk assessments and studied market trends• Adherent to bank policies and facilitated safe and protected transactions