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Investment Product Senior Specialist

Company:  ALPHA BANK
Date:  30 Jan 2026
Location: 

ΑΘΗΝΑ, GR

 

At Alpha Bank we are shaping the future of banking in Greece.

 

Through our large-scale Transformation Program, we are changing the way we operate, the way we deliver results and the way we service our Customers.

 

  • We understand our Customers’ needs and design experiences around them.
  • We work in partnership and invite diversity of skills and perspectives.
  • We are forward-thinking and drive continuous improvement.
  • We make things happen; we execute quickly and focus on what is essential.

 

If you are a change enthusiast who sets ambitious goals and works with a sense of purpose, we want to get to know you!

 

Join our team #AlphaBank

 

#WeAreAlpha #EnablingProgress #AlphaCulture #ValuesThatLead #OneTeamOnePurpose

 

Purpose

 

As Investment Product Senior Specialist you are responsible for monitoring the implementation changes in investment products and services, supporting Bank’s Business Areas and customers with queries and explanation of available options and promoting investment products and services. 

What you will be doing

 

  • Receive manage and transmit transaction orders in financial instruments on behalf of Private and Personal Banking customers. 
  • Monitor, analyze, compile and update a database of investment products to cover the investment needs of the Private and Personal Banking customers.
  • Monitor the implementation of the Private Banking Investment Committee decisions regarding the portfolios and decisions of the Committee related to matters of Portfolio management and investment advice in Private Banking network.
  • Inform and cooperate with the relevant Business Areas regarding new issues of complex investment products.
  • Support in building strong relationships with international Investment Houses for the distribution of their investment products through the Bank's networks.
  • Collaborate in the development of strategies for selling investment products / services to the Private and Personal Banking customers.
  • Meet with prospective and new Private and Personal Banking customers to explain the various products available, their benefits and risks.

 

What you need to have 

 

  • A Bachelor's degree in Finance, Economics, Business Administration or other related field.
  • A Master's degree in Finance (desirable).
  • A minimum of seven (7) years of previous working experience in Portfolio Management and Investment Banking products.
  • Bank of Greece Professional Certification - up to C (Portfolio Management).
  • Chartered Financial Analyst (CFA).

What we offer

 

It’s all about our people. At Alpha Bank, you will enjoy:

 

  • A friendly and collaborative working environment that supports taking initiative and action
  • A culture that centers around learning and continuous development and encourages everyone to bring their best self to work
  • The opportunity to challenge your thinking through your participation in complex tasks and transformation projects
  • Being part of a large organization with a leading role in the Greek economy and a strong presence in the community
  • Flexible working options
  • A competitive salary and benefits

 

All applications will be acknowledged and treated in utmost confidence.

Apply now »