Alexia Drakopoulou
Athens
Summary
A highly motivated Investment Manager with over 15 years of experience in Banking and Private Wealth Management. CFA charter holder with a robust understanding of investment principles, accounting, and financial analysis. Known for creating and maintaining lasting relationships with investors, stakeholders, and industry professionals. Demonstrates precision, reliability, and a strong work ethic.
Overview
19
19
years of professional experience
Work History
Director, Head of Advisory Asset Management
Eurocorp Investment Services S.A
01.2024 - Current
- Provide investment analysis and market insights.
- Oversee HNW individual and corporate client accounts.
- Issue monthly market commentary and financial projections.
- Coordinate Advisory services and Discretionary Asset Management operations.
- Participate in the Investment Committee and Executive Committee.
- Develop and monitor management and advisory models.
- Support partners and develop new clients and products.
Board of Directors – Treasurer
CFA Society Greece
01.2023 - Current
- Manage accounts, budget, and funds.
- Chair of the Career Development Committee and member of the Marketing & PR and University Committees.
Lecturer, Accounting and Finance Department
Hellenic Banking Institute & CFA Society Greece
10.2022 - Current
Teach Portfolio Management to CFA candidates.
Portfolio Manager
Wealth Financial Services S.A
09.2018 - 12.2023
- Provide investment analysis and input into investment strategy.
- Oversee HNW individual and corporate client accounts.
Senior Relationship Manager
Wealth Financial Services S.A.
10.2011 - 08.2018
- Manage portfolios and provide investment consulting to HNW individuals and corporate investors.
- Conduct market analysis and financial modeling.
- Ensure compliance with AML and KYC regulations.
Investment Manager
Epic Investment Services S.A.
02.2010 - 09.2011
- Manage portfolios and develop investment strategies.
- Achieve an increase in AUM.
Private Banker Citigold Wealth Management
Citibank PLC
03.2008 - 01.2010
- Manage high-net-worth client portfolios.
- Exceed turnover targets and ensure compliance with MIFID.
Account Manager & FI Analyst
Bloomberg LP
01.2006 - 02.2008
- Manage main accounts and exceed turnover targets.
- Participate in product development and strategy-setting meetings.
Education
Ph.D. - CFA® Charter Holder,
CFA Institute
USA12-2022
Master of Science - International Business Management
Manchester Business School
Manchester ,UK10-2006
Bachelor of Science - Finance
University of Economics & Business
Athens, Greece10-2004
Bachelor of Science - International Finance
Université Lille II (Erasmus)
Lille, France07-2003
High School Diploma -
General Lyceum of Zakynthos
Zakynthos, Greece07-2000
Skills
- Technical Knowledge: In-depth understanding of financial markets, accounting, financial analysis, portfolio & risk management, and reporting standards
- Interpersonal Skills: Strong team player with leadership abilities and excellent investor relationship management skills
- Efficiency: Driven to foster business growth, resolve challenging situations, and take ownership of issues and projects Resourceful and independent thinker
- Language Proficiency: Fluent in Greek and English, proficient in French, and advanced in Spanish
Languages
English
Full Professional
French
Full Professional
Greek
Native or Bilingual
Spanish
Elementary
Additional Information
- Certificates: Professional Suitability issued by Bank of Greece & Hellenic Capital Market Committee (types a1, a2, b1, b, c, d)
- ICT Skills: Proficient in Microsoft Office, CRM, SAP, ERP, Bloomberg software
- Seminars: Various finance and investment-related seminars
Timeline
Director, Head of Advisory Asset Management
Eurocorp Investment Services S.A
01.2024 - Current
Board of Directors – Treasurer
CFA Society Greece
01.2023 - Current
Lecturer, Accounting and Finance Department
Hellenic Banking Institute & CFA Society Greece
10.2022 - Current
Portfolio Manager
Wealth Financial Services S.A
09.2018 - 12.2023
Senior Relationship Manager
Wealth Financial Services S.A.
10.2011 - 08.2018
Investment Manager
Epic Investment Services S.A.
02.2010 - 09.2011
Private Banker Citigold Wealth Management
Citibank PLC
03.2008 - 01.2010
Account Manager & FI Analyst
Bloomberg LP
01.2006 - 02.2008
Ph.D. - CFA® Charter Holder,
CFA Institute
Master of Science - International Business Management
Manchester Business School
Bachelor of Science - Finance
University of Economics & Business
Bachelor of Science - International Finance
Université Lille II (Erasmus)
High School Diploma -
General Lyceum of Zakynthos
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