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Georgios Giannis, CFA

Georgios Giannis, CFA

Investment Representative

Followers of Georgios Giannis, CFA2000 followers
location of Georgios Giannis, CFAPsikhikón, Attiki, Greece

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  • Timeline

  • About me

    Senior Relationship Manager at Euroxx Securities SA

  • Education

    • Athens University of Economics and Business

      2001 - 2006
      Bachelor Economics

    • Bocconi University

      2008 - 2009
      Master Quantitative Finance & Risk Management

  • Experience

    • CITIBANK International PLC

      Sept 2009 - Aug 2011
      Investment Representative

      Manage relationships of individuals with net worth over 10M, provide insurance products, cards and other consumer banking products.

    • Wealth Financial Services

      Sept 2011 - Oct 2014
      Junior Relationship Manager

      Communicate with high net worth individuals to analyze their investment returns and explore further needs.Execute orders on behalf of third parties in investment products (International and Greek markets).Cold calling to potential customers in order to develop the company's clientele.

    • Euroxx Securities SA

      Nov 2014 - now
      Senior Relationship Manager

      Advisory and Discretionary Portfolio Management.Manage relationships of individuals with high net worth. Creation of portfolios with independent Tailor made solutions based upon customers’ needs.

  • Licenses & Certifications

    • Portfolio Management Certification

      Hellenic Capital Market Committee

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2019