Relationship Officer Private & Affluent Banking (Ref. 727)
We are looking to recruit a talented and passionate financial services professional as a Relationship Officer in our Private Banking and Affluent Banking Unit in Nicosia, to join our expanding team of dedicated investment advisors.
More information
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- Business development and relationship management of Private & Affluent clientele.
- Build and expand a client portfolio through a variety of business development techniques.
- Day-to-day handling of client needs, including banking, lending, investment services.
- Monitoring of client portfolio quality, ensuring compliance with AML, regulatory and MiFID requirements.
- Maintain a comprehensive understanding of client goals, investment horizons, and risk tolerance to ensure appropriate financial strategies.
- Create, recommend and implement investment proposals and adjust as necessary.
- Receive and transmit investment orders for execution.
- Maintain regular contact with clients through face-to-face meetings to service their banking and investment needs.
- Monitor financial markets and remain up to date with market developments.
- Analysis and presentation of financial and non-financial information relating to client portfolios.
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- Bachelor’s degree in Finance, Economics, Business or other related field or a professional qualification in accounting (ACA, ACCA, CPA) is required.
- Master’s degree in a related subject and / or CFA (or working towards CFA designation) and / or CISI qualification will be considered as an advantage.
- CySEC Licensed (Advanced) for the provision of Investment Services (or working towards obtaining the license).
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- 3 years’ experience in Wealth / Investment Management industry in an advisory role.
- Understanding of financial markets, investment products, and wealth management strategies.
- Client-focused with a passion in cultivating and deepening client relationships.
- Strong business development skills.
- Strong communication, interpersonal and critical thinking skills.
- Strong analytical, numerical and problem-solving skills.
- Strong Organisational skills.
- Ability to manage time, workload and multiple tasks.
- Team player with strong collaborative skills.
- Positive attitude and integrity.
- Previous experience using Bloomberg, Morningstar will be considered an advantage.
- Advanced knowledge of Microsoft Office Suite.
- Excellent written and verbal communication in both Greek & English.
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- Competitive salary
- Medical insurance
- Provident fund (current employer contribution 9%)
- Life insurance
- Ongoing opportunities for personal and professional development
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- Sign in or Create an account in our 'e-recruitment System' and complete your profile
- From the ‘Candidate Profile’ section, click on the following:
- BoC Logo or link
- Job Search
- Search Jobs
- Click on the job vacancy you are interested in
- Apply
- Scroll down the page and click on ‘Apply’ again.
Additional Notes
1) Type of Employment: Permanent
2) Candidates who have already created a profile in our recruitment system and are interested in the specific position, need to apply for the position provided that they meet the criteria set.
3) Only shortlisted candidates will be contacted.
4) All applications will be treated with strict confidence.