ATHLOS CAPITAL We are a reputable and independent Cyprus Investment Firm, who is seeking to recruit a Relationship Manager to grow our Wealth Management Department.
- Manage a number of existing wealth management clients.
- Manage client relationships and requests for opening new accounts, fund transfers and general requests, including client transactions handling, receiving and executing customers’ trading instructions in different financial instruments. Order input into the system and ensuring Best Execution of orders.
- Daily review of clients’ investments (including open trade monitoring) and cash management while ensuring clients stay fully invested.
- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix, in co-ordination with the Head of Investment Advice and Portfolio Management, as appropriate.
- Ensure compliance with Company policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties.
- Identify target market for potential new business opportunities.
- Prepare presentation material for client review and new client meetings.
- Provide assistance to the rest of the team, covering other team members when they are away.
- Other duties as required and assigned by Managing Director/Head of Department.
- University degree preferably in Finance, Banking, Investments or equivalent.
- Understanding of Financial Instruments.
- Previous experience in wealth management or similar job is considered an advantage.
- CFA would be considered an advantage.
- Knowledge of market and industry trends.
- Proficiency in MS Office and Bloomberg.
- Excellent data analysis skills with the ability to provide reports and insights.
- Ability to work well individually and within a team.
- Excellent written and verbal communication skills.
- Fluency in English and Greek.
An attractive remuneration package will be offered to the successful candidate according to qualifications and/or experience.
