Iraklis Kozas, Relationship Manager has a relentless client focus playing a pivotal role in driving Company’s Wealth strategy and is primary responsible to establish and proactively manage a portfolio of HNW clients building rapport and establishing credibility.
Specialized in Portfolio Management, Business Development and Corporate Finance or middle market sector driving portfolio engagement and increasing investment AUM for the organization.
Professional with 5+ years of experience in the Finance industry and a proven Relationship Management record in Investment, Wealth Management and Financial Planning serving HNW clients of major Private Banks and having developed an international network of investment professionals and institutional clients, especially when worked for the likes of multinational organizations, such as Ebury Partners Ltd and Alpha FX Group plc in London.
Multilingual (English, German and Greek) and adept at establishing high-level executive relationships.
He holds a BSc in Economic Sciences from University of Macedonia with a specialization in Finance.