Ioannis Vaitsis

Consulting wealth clients regarding bank services, but mainly assessed customer needs and introducing different types of products; Interviewing applicants to determine financial eligibility and feasibility of granting loans; Evaluating credit worthiness by processing loan applications and documentation within specified limits; Customer Portfolio Management such as various investments in AUM’s such as mutual funds, securities, bonds etc. Responsible to perform audits and monthly reports for KYC/AML issues.

Offering professional and high-quality service to the clients; Acquiring new clients (private individuals); Working with portfolio of current private individuals; Processing loan applications of private individuals, and affluent customer’s portfolio management. Alongside, I worked with wider Account teams and successfully embed research solutions into the customers, always ensuring that there is a high standard of compliance and control maintained.

Provided sophisticated investments outlets, financial solutions and capital market products and services to clients handled and ensure sales and AUM (Assets under management) growth. KYC/AML officer

Master Arts in the interdisciplinary program of JFKI North American Studies with first major in economics and second in politics.

Master of Arts in Economics

The Pedagogical training program (EPPAIK) offered by ASPETE is of one-year duration and leads to the award of a "Certificate of Pedagogical and Teaching Competence".

Master’s Degree in the Department of Planning and Regional Development, specialized in planning and regional policy.

Erasmus exchange program - International Business Studies.

Economics – University degree in Economics. The School of Economics is part of the Faculty of Law, Economics and Political Sciences and aims to promote research and teaching in the field of economics. Specialization: Business Administration.