Wealth Management Administrator

Resume posted by Zoe in Banking.
Desired salary: $30,000.00
Desired position type: Full-Time
Location: Athina, Athens Decentralized Administration of Attica, Greece

Contact Zoe


Through my 13 years career mostly in banking sector, I have been trained and distinguished in the following areas:
Customer complaints handling, sales coaching of my team (15-20 persons), inspiring my team members for the best performance using the moto “only the best is good enough”. At my most recent job in Alpha Bank Greece, I obtained a lot of certifications on investments and presented the Due Diligence of the bank. These tasks demand excellent communication and presentation skills along with analysing efficiency. My skills in operations and technology will be an asset for my future employer and I am very keen on developing myself further.
I would like to join a respected, growing company which operates in a multicultural and global environment and offers me the opportunity of a promising career.


Panteion University of Social and Political Sciences, Athens
Diploma of Political Science (Grade 6,62/10)


(03/2015 – 07/2018) Alpha Bank, Athens: Wealth Management Administrator
– Project management of Custodians Due Diligence
– Reconciliation of bank accounts with Global Custodian Euroclear records
– Analysis of Corporate Actions and Clientele briefing
– Supervision of Alpha bank’s Bonds payments

(05/2008 – 03/2015) Citibank International Plc., Athens: Citiphone Banking
– Focus on sales of insurance and banking products
– Sales coaching
– Delivery of customer service for Retail, Citigold and Citiselect customers
– Implementation of banking services, complaint handling, support of internet banking
– Core member of the international project team “always teach digital”

(06/2006 – 08/2007) Alpha Bank, Athens: Credit Officer
– Escalation and evaluation of credit criteria on customer’s applications for cards, loans and instant credit applications

(09/2005 – 06/2006) Eurobank Ergasias EFG, Athens: e-Banking Officer
– Implementation of e-banking applications from corporate and retail customers
– Delivery of training for service staff on processing e banking services
– e Banking support for corporate clients


  • MS Office, SAP, Jira, Bloomberg, Euroclear, MIFID II


    Effective leadership and management, good communication, Planning and research skills, Resilience, self-motivated and team player

Spoken Languages

    *Greek - Mother language. *English - Excellent use of written and spoken english., 1) Greek (native speaker) 2) English (excellent) 3) German (very good)