Your dedicated guideYour Private Banker is exclusively assigned to manage your wealth. They are familiar with your investment profile and the risk level you wish to undertake. With these in mind, they give you advice on how to attain your investment goals and plans, always in compliance with the provisions of the legislation in force. Your Private Banker:
- Formulates and implements your investment strategy, following your instructions and adhering to your contractual relationship with Eurobank.
- Builds your portfolio with bespoke solutions across all services offered by the Eurobank Group and its international partners.
- Provides updates regularly or upon request on the progress of your portfolio and the current financial environment.
Solutions tailored to your profile
Your Private Banker offers you solutions that match your profile. To achieve this, they work closely with all the dedicated divisions and subsidiaries of the Eurobank Group in Greece and abroad.
Your Private Banker has access to all the reports and research of the Global investment Advisory Division (GAD) team of Eurobank Asset Management MFMC. They give you updates on the developments in the international financial environment. They identify investment opportunities matching your risk level. They present the Eurobank investment strategy to help you build your portfolio successfully.
Your dedicated Private Banker has many years of experience in private banking services and is a certified Bank of Greece investment consultant. They also have all the necessary certifications for the services they provide. They participate regularly in training organised by Eurobank and other institutions in Greece and abroad.
A long-lasting relationship of trust
Your Private Banker is your single point of contact in our banking relationship. They are familiar with your profile, listen to your needs and help you best implement your investment plans. This is how long-lasting relationships of mutual trust are built.
Schedule an appointment with your Private Banker at your home, office or your nearest Private Banking Centre:
- 801 111 1141 (local landline calls only)
The information we provide about Private Banking services is general and non-binding.
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