About this role
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
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As a Family Business Advisory Specialist, you are responsible for developing, promoting, and coordinating advisory services tailored to the needs of family businesses.
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What you will be doing
- Contribute to the assessment of Wholesale Banking portfolio to identify Family Business Advisory opportunities and support business development initiatives.
- Coordinate internal stakeholders, including relevant Wholesale Banking teams, as well as external parties such as specialized advisors and consultants, to structure and execute tailored client solutions.
- Prepare FBA deliverables, including pitch presentations, financial analyses, business cases, and other client-facing materials.
- Analyze and interpret data across FBA activities on a regular basis to generate insights, support decision-making, and enhance reporting.
- Develop and maintain management reports, dashboards, and performance updates for senior management.
- Prepare progress reports, presentations, and briefing materials for the Executive Committee (ExCo) and other governance committees.
- Support the monitoring and execution of ongoing advisory mandates, ensuring timely delivery and alignment with client objectives and internal requirements.
- Collaborate across business units to identify cross-selling opportunities and deliver holistic client solutions.
What you need to have
- A bachelor’s degree in Economics, Accounting, Finance, Business or in any other quantitative field of study.
- An MBA or a postgraduate degree in Finance or in any other related field will be considered strong asset.
- At least three (3) years of relevant professional experience in Corporate Finance Advisory within the banking, financial services, or consulting sectors.
- Advanced proficiency in Microsoft Office applications, particularly Excel, PowerPoint, and Word.
- Strong understanding of financial modeling and business planning.
- Excellent command of the English language (both written and spoken).
- Strong analytical and critical thinking capabilities, with attention to detail and a problem-solving mindset.
- Highly collaborative team player with strong ability to build effective working relationships across diverse stakeholder groups.
- Strong negotiation skills, with the ability to establish and maintain trusted long-term relationships with both internal and external stakeholders.
- A proactive, results-oriented mindset, coupled with a strong willingness to learn, embrace new challenges, and adapt to evolving business environments.
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.