Family Business Advisory Specialist

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 #Alpha. Bank #We. Are. Alpha #Enabling. Progress #Alpha.

Culture #Values. That. Lead #One. Team. One. Purpose ​ As a Family Business Advisory Specialist, you are responsible for developing, promoting, and coordinating advisory services tailored to the needs of family businesses. 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 (Ex.

Co) 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.