# Financial Advisor (Athens)

> Cepal Hellas Financial Services S.A. · Nea Smyrni, Greece · Full-time · Posted 2026-04-09

**Workplace:** on_site

**Department:** Non Banking RTL Servicing

## Description

The Financial Advisor is responsible for providing expert advice to clients, assessing their risk tolerance, and developing customized and effective financial solutions to ensure the achievement of set objectives.

**Main Responsibilities:**

-   Communicates with debtors to arrange meetings for restructuring and discusses available solutions, focusing on achieving the set goals
-   Conducts face-to-face meetings with debtors to advise them on available solutions for settling their debt, informing them of the process to follow and the required documentation
-   Negotiates specific terms within the available solutions, always striving to identify viable options for assigned clients
-   Monitors daily to ensure that Key Performance Indicators (KPIs) are met, based on instructions from the Team Leader
-   Coordinates all necessary procedures in collaboration with involved parties (such as debtor, legal team, and bank) after receiving the debtor's consent to an available option
-   Adheres to the Company's code of ethics and ensures compliance with policies to minimize customer complaints

## Requirements

**Education, Experience and Technical Skills**

-   Bachelor’s degree in Economics, Banking or other related field
-   More than 3 years of proven experience in portfolio management and/or Branch Network
-   Excellent level of written and oral communication in English and Greek
-   Computer literacy, knowledge of MS Office applications

**  
Competencies**

-   Excellent interpersonal and communication skills
-   Strong negotiation and influencing skills
-   Result-orientation, with a scope on achieving organizational objectives
-   Exceptional customer focus (Internal/External)
-   Ability to handle confidential information with discretion

## Benefits

Here’s what you can look forward to as part of the #CepalTeam:

-   Competitive Compensation : We offer an attractive salary, annual performance-based bonuses, and a monthly meal allowance through our ticket restaurant card

-   Health: Private medical insurance is provided for you and your family

-   Family Support: Monthly financial allowance for early education (nursery) and coverage of expenses for children with neurodiversity or disabilities—including therapeutic swimming, music therapy, horse riding, and parental support
-   Modern Workspaces: Contemporary offices designed to support comfort, health, and productivity, with fully equipped workstations, quiet areas, on-site restaurant, and group fitness sessions

-   Lifelong Learning: Cepal supports continuous learning through access to e-learning platforms and structured professional development programs

-   Career Progression: We are committed to your growth, offering a clear development path supported by feedback, mentoring, and personalized learning plans

-   Make a Difference: Get involved in regular wellbeing, ESG and volunteering initiatives that reflect our values and foster a sense of purpose and community

At Cepal, we believe that inclusion is more than a value, it's a way of thinking and acting. As members of the Diversity Charter Greece, we are committed to fostering a workplace where every individual feels respected, empowered, and free to contribute meaningfully

All applications are treated fairly, confidentially, and based solely on qualifications and merit.

## Apply

[Apply at Cepal Hellas Financial Services S.A.](https://apply.workable.com/cepal/j/64698BA3D4/apply)

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