DIMITRIOS MOSCHOS

Experience

• 

  INTERAMERICAN

  Mar 2007 - Apr 2008

  Financial Planning Manager

  - Identifying the needs of customers in life, health and pension spectrum. - Conducted "​ Financial Needs Analysis" Model in order to assess the needs and combine them to their current personal economic situation.- Strong connectivity with the Department of Group Insurance by covering the needs of the top management of the existing companies having a contract with the firm.

• 

  Citi

  Apr 2008 - Sept 2009

  Investment Consultant

  - Advise existing and prospect clients in the selection of products and services best suited to meet their financial goals.-Utilization of financial planning tools in order to generate and maximize client's wealth and income via investment and insurance products.-Excellent customer service with consistent positive feedback from clients and colleagues.

• 

  HSBC

  Oct 2010 - Jul 2023

  Management of sales, operations and teller activities’ achievement of high degree of regulatory compliance; training and coaching of 3 customer service representatives and 2 loan customer representatives; oversee relationships of high net- worth individuals; Deepening existing customer portfolio; Acquisition of new clientele. Developing forecasts, financial objectives and business plans with strong cooperation with the other departments. Project Management. Managing relationships of high-net-worth individuals, identifying and attracting new Premier customers. Growing the relationship of the existing Premier customer portfolios by detecting customer's needs and providing solutions in a suitable and compliant manner. Providing outstanding customer service.

  • Branch Manager

    Jul 2016 - Jul 2023

  • Relationship Manager;

    Oct 2010 - Jun 2016
• 

  Pancreta Bank

  Jul 2023 - now

  • Manager | Project Management Office (PMO) @ Pancreta Bank

    Dec 2023 - now

  • Branch Manager

    Jul 2023 - Dec 2023