family business advisory specialist
Oct 16, 2026 · Alpha Bank
What you'll do
- Assess the Wholesale Banking portfolio to identify Family Business Advisory opportunities and support business development.
- Coordinate internal stakeholders and external advisors to structure and execute tailored client solutions.
- Prepare pitch presentations, financial analyses, business cases, and other client-facing materials.
- Analyze data across Family Business Advisory activities to generate insights and support decision-making.
- Develop management reports, dashboards, and performance updates for senior management.
- Prepare progress reports, presentations, and briefing materials for the Executive Committee and governance committees.
- Monitor and support the execution of advisory mandates to ensure timely delivery and alignment with objectives.
- Collaborate across business units to identify cross-selling opportunities and deliver holistic client solutions.
Key requirements
- 3+ years' experience
- Corporate Finance Advisory and Business Development
- Microsoft Excel, Microsoft PowerPoint, and Microsoft Word
- Financial Modeling and Business Planning
- Data Analysis, Financial Analysis, and Management Reporting
- Dashboard Development and Presentation Development
- Stakeholder Coordination and Negotiation
- Economics / Accounting / Finance / Business Administration / Quantitative Studies / Any Fieldpreferred
Benefits
- A friendly and collaborative working environment, learning and continuous development, participation in complex tasks and transformation projects, flexible working options, and a competitive salary and benefits.
About the job
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…
About the company
Our purpose at Alpha Bank is to enable progress in life and business for a better tomorrow, by integrating finance seamlessly into our customers’ lives. Since 1879, when J.F. Costopoulos founded Alpha Bank, our success is rooted in the relationships of trust we maintain with our customers. Today, we look to the future and aspire to be recognized as a reliable partner that helps businesses evolve and succeed in the green and digital economy, as well as an enabler of inclusive progress for our people, customers and communities. Join us on this journey.
About the company
Our purpose at Alpha Bank is to enable progress in life and business for a better tomorrow, by integrating finance seamlessly into our customers’ lives. Since 1879, when J.F. Costopoulos founded Alpha Bank, our success is rooted in the relationships of trust we maintain with our customers. Today, we look to the future and aspire to be recognized as a reliable partner that helps businesses evolve and succeed in the green and digital economy, as well as an enabler of inclusive progress for our people, customers and communities. Join us on this journey.