Wealth Management Consultant

Are you interested in starting your career in a corporate environment as a Wealth Consultant?

Our client, a multinational company specialized in finance and audit services, is looking for the next entry level star that will join their team! 

Are you looking to start or enrich your career within the data entry sector as a Wealth Consultant?

If the answer is yes then look no further! Apply for this Wealth Consultant temp position now!

The main responsibilities of the Wealth Consultant:

• Execute trading across a wide range of financial products (primarily equities/derivatives), ensuring best execution for clients.
• Understand, analyze, and document client needs, operating as a Business Analyst to ensure correct procedural implementation.
• Monitor, manage, and rebalance client investment portfolios based on market conditions and client objectives.
• Conduct detailed market analysis and evaluate investment risks and opportunities (across various Asset Classes).
• Design comprehensive financial plans (asset allocation, tax/succession planning).
• Develop relationships with clients based on a deep understanding of their financial goals and risk profile.

If you are ready to take the next step in your career as a Wealth Consultant you should confirm that you fulfill the following requirements:

• BSc in Economics, Business Administration, or other related field
• 1 to 5 years of experience in a relevant position
• Strong organizational and time management skills
• Proficiency in Microsoft Excel & Powerpoint
• Attention to detail and a proactive attitude
• Interest in financial services and operational consulting
• Excellent communication skills and team spirit

The company offers the following benefits for the Wealth Consultant Role:

• Your creativity sparked in collaborative office spaces
• Your career growing through local and global opportunities
• Your development advanced with continuous learning and professional
• certifications
• Your well-being cared for with extra leave days and wellness initiatives
• Your perspective valued in an inclusive team where your impact matters

Do you need more information or clarifications about the Wealth Consultant position? You can ask for Alexanda Argyropoulou, call +306951671033, or send an email to aargyropoulou@randstad.gr. Apply now! 

Please note that for reasons of transparency and equal treatment, we will only evaluate applications submitted through our website. After the collection and evaluation of all CVs, we will only contact the candidates who meet the requirements of the position to arrange an interview. All applications are completely confidential.