Financial Advisor - Retail Banking Portfolios

About the role

Cepal Hellas Financial Services is looking for a Financial Advisor to manage an assigned retail portfolio of customers with loans in arrears. The advisor assesses each client's financial situation and gives tailored advice recommending sustainable restructuring and repayment solutions.

Key responsibilities

• Communicate with debtors to arrange meetings for restructuring and discuss available solutions, aiming to achieve the set goals
• Hold face-to-face meetings with debtors, explaining the settlement options, the process to follow and the required documentation
• Negotiate specific terms within the available solutions, always seeking viable options for each client
• Monitor daily to ensure KPIs are met, according to the Team Leader's instructions
• Coordinate the necessary procedures with the debtor, the legal team and the bank once the debtor consents to an option
• Follow the company's code of ethics and comply with policies to minimise customer complaints

Required profile

• Bachelor's degree in Economics, Banking or another related field
• More than 3 years of proven experience in portfolio management and/or branch network
• Excellent written and spoken English and Greek
• Strong interpersonal and communication skills, negotiation and influencing skills, and a strong customer focus
• Ability to handle confidential information with discretion

Required skills

• Computer literacy
• Knowledge of MS Office applications

What we offer

• Competitive salary, performance-based bonuses and a monthly meal allowance via a ticket restaurant card
• Private medical insurance for you and your family
• Monthly allowance for early education and coverage of expenses for children with neurodiversity or disabilities
• Modern offices with workstations, quiet areas, on-site restaurant and group fitness sessions
• E-learning platforms and professional development programmes
• Clear career progression with feedback, mentoring and learning plans
• Wellbeing, ESG and volunteering initiatives