Investment Advisory Firm tied to a dynamic Greek bank is seeking a dynamic and experienced Investment Advisor to join its team.

The ideal candidate should be able create or transfer his/her client assets in a reasonable amount of time. Also should hold a valid professional certification and possess relevant work experience in the financial services or investment sector.

Key Responsibilities:

• Provide tailored investment advice to clients based on their financial goals and risk profiles.
• Manage and grow client investment portfolios through strategic planning and market insight.
• Monitor financial markets and identify new investment opportunities.
• Prepare and deliver presentations, reports, and investment proposals.
• Ensure compliance with all regulatory and internal risk management requirements.

Requirements:

• University degree in Finance, Economics, Business Administration, or a related field.
• Existing client book.
• Valid professional certification (e.g., HCMC/EKPE-C or equivalent by the Bank of Greece or another financial regulatory authority).
• Minimum of 2–3 years’ proven experience as an Investment Advisor or in a similar role within an investment or financial institution.
• Strong knowledge of investment products (equities, bonds, mutual funds, derivatives, etc.).

We Offer:

• Competitive salary and performance-based bonus scheme.
• Continuous training and professional development.
• A collaborative and professional work environment.

How to Apply:
Please send your updated CV to john@orioncapital.gr, using the subject line “Investment Advisor Application”.