STYLIANOS PETRANTONAKIS
BANKING EXECUTIVE & RELATIONSHIP MANAGER
LUXEMBOURG,Luxembourg
Summary
Seasoned, accomplished and high-achieving bank executive with over 27 years of experience developing and implementing successful sales strategies. Consistently ranked as top salesperson. Specializes in wealth and portfolio management in the affluent segment and highly regarded for forming strong and long-lasting relationships. Well-versed in portfolio analysis and client advisory. Self-driven and result-focused with solid background in banking covering various aspects of bank operations, such as branch management and relationship management. Dependable and accomplished coach and team leader, thriving in environments where tangible sale results are key.
Overview
28
28
years of professional experience
6
6
Certifications
Work History
Senior Private Banker
Edmond de Rothchild (Europe), Luxembourg
09.2023 - 04.2025
- Senior advisor serving international HNW and UHNW clients/families in managing their wealth, covering all asset classes (liquid, illiquid), and advising on complex financing needs.
- Business development and client acquisition across multiple markets and industries utilizing an extensive network of European business contacts with especially strong presence in south east Europe.
Client Relationship Manager – Vice President
Apex Fund Services S.A. – Apex Group, Luxembourg
01.2023 - 06.2023
- Responsible for the implementation of the terms of the contract, the timely completion of procedures and the resolution of problems. Communicating, monitoring, supervising, collaborating, and be the key person between the client and the company to explore client needs holistically in the context of augmenting the relationship.
- Strong focus on Business Development with responsibility to organize, and maintain contacts by campaign, geography, and events and follow-up with concrete actions, and linking/ connecting with future Business Development campaigns.
- Actively engaging in competitor analysis comparing portfolio of offerings, identifying gaps and formulating the company positioning to break into new clients.
- Identifying market trends to propose tailored pitches while fulfilling the overall company sales strategy.
Senior Relationship Manager – Client Advisor
Hellenic Asset Management, Athens, Greece
10.2021 - 12.2022
- Portfolio Management of international ultra-high net worth clients, corporates, asset managers, hedge funds, private equity funds and family offices.
- Specializing in acquisition and managing of High Net Worth and Ultra High Net Worth clients with a targeted focus on markets including Greece, Cyprus and Singapore.
Relationship Manager
Independent Financial Advisor, Singapore
05.2017 - 09.2021
- Self-employed financial advisor and business introducer to create and nurture banking opportunities and investments to ultra-high net worth clients in Europe and Singapore.
- Synergize with clients in Singapore and Greece in creating a diversified investment portfolio to achieve their financial goals.
Director, Client Advisory
Bank J. Safra Sarasin, Singapore
08.2016 - 04.2017
- Portfolio Management of international ultra-high net worth clients, corporates, asset managers, hedge funds, private equity funds and family offices.
Sales Manager & Personal Banking Coach – Affluent & Small Business Sales
Piraeus Bank, Greece (Merge with Cyprus Popular Bank)
01.2013 - 01.2015
- Lead a group of 19 Relationship Banking professionals in managing relationships with 2,500 affluent customers and total assets under management of 500M EUR. At the end of the 2 years term, the team grew to 23 Relationship Managers (RM) and the assets under management to 2B EUR.
- Responsible for producing the portfolio analysis and action plan (daily, weekly, monthly) of the team against the Bank’s goals and KPIs and the prime driver for the execution results.
- Offered close and tailored coaching to the RMs on sales and negotiation techniques, cross-selling and portfolio management.
- Achieved 1st place (both individually and as a team) in various action plans for affluent segment.
- Consistently ranked in the top 2% in terms of achieving sales and budget goals.
Relationship Manager, Personal Banking – Branch Manager
Cyprus Popular Bank, Greece (Rebranding of Marfin Egnatia Bank)
01.2011 - 01.2012
- Oversaw all aspects of day-to-day branch management, and supervised a team of 10.
- Managed relationships with 120 active customers with a total capital of 23,000,000EUR.
- Analyzed existing portfolios and suggested new investments.
- Maintained the bank’s market share in the local market during challenging financial times.
- Collaborated with product management department to develop and implement new products.
Branch Manager
Marfin Egnatia Bank/ Cyprus Popular Bank (Merge with Laiki Bank)
01.2007 - 01.2011
- Turned around sales and customer perception and led change from ranking at bottom 15% to top 20%.
- Tripled deposits and doubled loans (small business and retail) in 3 years.
- Consistently achieved high rank in sales rallies for new investment products and mutual funds.
- Oversaw management of bank branch, building, developing and leading a high performing team of 7 that met all sales quotas.
- Planned and executed business strategies that established the bank’s brand in local market.
Deputy Branch Manager/Supervisor
Laiki Bank
01.1999 - 01.2007
- Opened new bank branch, organized operations and established bank’s presence in a new area.
- Achieved and sustained a rapid growth in sales, increasing team from 4 to 11 members.
- For 5 consecutive years, ranked in the top 3 overall in the banking network in sales of investment portfolio.
Customer Service Representative
Xios Bank
01.1997 - 01.1999
- Rapidly advanced to customer service officer for great aptitude for investment portfolio handling and customer care.
- Outperformed 600 applicants and was one of 5 new hires that year.
Education
No Degree -
Institute of Banking And Finance
Singapore High School Diploma -
Kolymvari High School
Chania Crete Greece06.1988
Skills
- Wealth Management
- Customer Relations
- Top Ranking Sales
- Advisory
- Relationship Management
- Leadership & Coaching
- Portfolio Analysis
- Team Building
- Branch Management
Certification
Client Adviser Competency Standards (CACS 1 & CACS2), The Institute of Banking & Finance, REP. NO PS-300402354, Singapore 2016
TRAINING
Regulated Activities under Securities and Futures Act and Financial Advisers Act (Dealing in Securities, Fund Management, Advising on Investment Products – Collective Investment Schemes, Structured Deposit, Securities, Contracts for the purposes of Leveraged Foreign Exchange Trading), Bank J. Safra Sarasin, Singapore 2016
Timeline
Senior Private Banker
Edmond de Rothchild (Europe), Luxembourg
09.2023 - 04.2025
Client Relationship Manager – Vice President
Apex Fund Services S.A. – Apex Group, Luxembourg
01.2023 - 06.2023
Senior Relationship Manager – Client Advisor
Hellenic Asset Management, Athens, Greece
10.2021 - 12.2022
Relationship Manager
Independent Financial Advisor, Singapore
05.2017 - 09.2021
Director, Client Advisory
Bank J. Safra Sarasin, Singapore
08.2016 - 04.2017
Sales Manager & Personal Banking Coach – Affluent & Small Business Sales
Piraeus Bank, Greece (Merge with Cyprus Popular Bank)
01.2013 - 01.2015
Relationship Manager, Personal Banking – Branch Manager
Cyprus Popular Bank, Greece (Rebranding of Marfin Egnatia Bank)
01.2011 - 01.2012
Branch Manager
Marfin Egnatia Bank/ Cyprus Popular Bank (Merge with Laiki Bank)
01.2007 - 01.2011
Deputy Branch Manager/Supervisor
Laiki Bank
01.1999 - 01.2007
Customer Service Representative
Xios Bank
01.1997 - 01.1999
No Degree -
Institute of Banking And Finance
High School Diploma -
Kolymvari High School