AWM Program Analyst

Advisor Training Program

Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

Throughout the program, you'll learn about our business and our clients while building your own expertise. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients.

Job Responsibilities

• Work with our team of advisors and specialists to bring in new clients and to serve existing ones.
• Deliver highly customized and comprehensive solutions to help protect, manage and grow wealth.
• Understand our clients’ unique needs and tailor your approach to exceed expectations requiring work across teams and the firm to provide first-class service.

Required Qualifications, Capabilities, and Skills

• Highly driven person who enjoys working in teams to develop complex solutions.
• Highly inquisitive, focused and considerate.
• Good judgment and discretion when working with confidential information.
• Exceptional interpersonal, communication, logical thinking and problem-solving skills.
• Desire to ultimately work with external clients in a relationship building and sales capacity.
• Genuine interest in financial markets and macro-level economic trends.
• Excellent organizational skills and ability to multitask.
• Ability to thrive in a fast-paced, collaborative environment.
• Fluency in English and Greek. 
• Additional EU language is preferable but not essential.