wealth management analyst.

The company offers the following benefits for the NPL Associate Role:

• Your creativity sparked in collaborative office spaces
• Your career growing through local and global opportunities
• Your development advanced with continuous learning and professionalcertifications
• Your well-being cared for with extra leave days and wellness initiatives
• Your perspective valued in an inclusive team where your impact matters

The main responsibilities of the Wealth Consultant:

• Develop and maintain long-term relationships with clients, deeply understanding their financial goals, risk profile, and wealth management needs.

• Design and implement comprehensive financial plans, including asset allocation, tax planning, and succession planning.

• Execute trading across a wide range of financial products, with a strong emphasis on equities (stocks) and derivatives, ensuring best execution for clients.

• Monitor global markets and provide timely, informed investment ideas and analyses to clients.

• Manage and rebalance client portfolios, considering market fluctuations and changes in client objectives.

• Conduct thorough market analysis, evaluating investment opportunities and risks across various asset classes.

If you are ready to take the next step in your career as a Financial Services Operation Intern you should confirm that you fulfil the following requirements:

• BSc in Economics, Business Administration, or other related field
• Strong organizational and time management skills
• Proficiency in Microsoft Excel & Powerpoint
• Attention to detail and a proactive attitude
• Interest in financial services and operational consulting
• Excellent communication skills and team spirit
• 1 to 5 years of experience

1 to 5 years of experience

Do you need more information or clarifications about the Wealth Consultant position? You can ask for Alexanda Argyropoulou, call +306951671033, or send an email to aargyropoulou@randstad.gr. Apply now! 

Please note that for reasons of transparency and equal treatment, we will only evaluate applications submitted through our website. After the collection and evaluation of all CVs, we will only contact the candidates who meet the requirements of the position to arrange an interview. All applications are completely confidential.