IOANNIS GEORGIADIS
Co Founder & General Manager at AssetWise Capital Management S.A.- Claim this Profile
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Bio
Experience
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AssetWise Capital Management S.A.
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Greece
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Investment Management
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1 - 100 Employee
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Co Founder & General Manager
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Jan 2014 - Present
Capitalize on extensive wealth management experience in building customers relationships, meeting their investment expectations. Marketing and Sales supervision. Implementation and coordination of company’s business plan. Member of Assetwise’s board and investment committee Capitalize on extensive wealth management experience in building customers relationships, meeting their investment expectations. Marketing and Sales supervision. Implementation and coordination of company’s business plan. Member of Assetwise’s board and investment committee
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National Bank of Greece
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Greece
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Banking
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700 & Above Employee
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Director Private Banking
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Jan 2001 - Dec 2013
Mandate to create and organize NBG’s Private Banking division for both its local and international operations. Capitalize on the bank’s extensive retail branch network. Prepare, present and report to the management annual business plans and their implementation. Recruit, manage and motivate the necessary staff to successfully accomplish designated objectives. Identify market trends as well as clients’ financial needs and accordingly arrange for the offering of competitive investment services. Ensure new products and enhanced value proposition delivered meeting customer expectations and demand. Arrange for the agreement with global investment firms in distributing full range of investment products. Building relationships with existing and new customers. Manage a team of 60 direct reports allocated in 6 advisory offices providing both onshore and offshore wealth management services. Member of NBG Asset Management’s board and investment council. Show less
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Jun 1997 - Jan 2001
Sales and Marketing supervisionImplementation and coordination of dept’s business plan.Managing and servicing clients.Manage a team of 10 direct reports providing onshore wealth management services.Coordination with HSBC Republic for the provision of its offshore services to local clients.Member of HSBC Asset Management’s board and investment committee.
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May 1990 - Jun 1997
Building relationships with existing and new customers. Managing and servicing clients.Providing Clients with personalized wealth management solutions.Research of global investment perspectives and identify opportunities.Capital and Money Market analysis.
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Education
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Allegheny College
Bachelor’s Degree, Mathematics and Statistics