At Marfin Private Bank you will receive personalised service from your Private Banker, who will recommend solutions that suit your investment profile. She will help clarify your financial objectives and find the appropriate strategy to achieve them. In addition she will serve as your total relationship officer and be your liaison with Marfin Laiki for all services provided by the Group.
The mandate of your Personal Banker is to:
a) Understand your financial needs and objectives;
b) Propose investment and financial solutions that meet those needs;
c) Guide you in choosing the most appropriate solution for you and, once agreed upon, keep you informed of its implementation;
d) Provide best-in-class service and technical knowledge in order to manage, protect and increase your wealth;
e) Inform you on your investments’ return and, where warranted, propose changes in the portfolio structure.
The principles governing each and every transaction with the client are: complete confidentiality, discretion and trust.
BENEFITS FOR THE CLIENT
As a customer of Marfin Private Bank you will benefit from:
- Our knowledge and experience.
- Personal and professional service.
- Our open architecture; cooperation with internationally acclaimed financial institutions specialising in the provision of investment products.
- Competitive terms and conditions.
- A wide range of innovative products with high return opportunities.
- Access to the complete range of the international banking services of Marfin Laiki Group.
- Review and outlook on world financial markets.
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