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 is provided for you and your family
- Family Support: Monthly financial allowance for early education (nursery) and coverage of expenses for children with neurodiversity or disabilities—including therapeutic swimming, music therapy, horse riding, and parental support
- Modern Workspaces: Contemporary offices designed to support comfort, health, and productivity, with fully equipped workstations, quiet areas, on-site restaurant, and group fitness sessions
- Lifelong Learning: Cepal supports continuous learning through access to e-learning platforms and structured professional development programs
- Career Progression: We are committed to your growth, offering a clear development path supported by feedback, mentoring, and personalized learning plans
- Make a Difference: Get involved in regular wellbeing, ESG and volunteering initiatives that reflect our values and foster a sense of purpose and community
At Cepal, we believe that inclusion is more than a value, it's a way of thinking and acting. As members of the Diversity Charter Greece, we are committed to fostering a workplace where every individual feels respected, empowered, and free to contribute meaningfully
All applications are treated fairly, confidentially, and based solely on qualifications and merit.
