Private Wealth Advisor

ph3Overview /h3pWe are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London. /ppWith a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz. /ph3Our vision /h3pOur vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time. /ph3Our Core Values /h3pWe’ve built our business on three Principles: /pulliRelationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else. /liliTrust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact. /liliOur customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream /li /ulpbWhat this means in practice: /b /ppAt Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact. /ppOur diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work. /ph3About the role /h3pWe are looking for a candidate to be join our client facing department (Advisory team), who are responsible for all one to one interactions with our retail clients. The investment consultant, through remote contact channels (telephone, video call, chat, email), will contribute to build strong customer relationships and will aim to accompany customers throughout their investment journey in Moneyfarm. The consultant, who will be assigned qualitative and quantitative objectives, will be -in a first phase- supported by a more experienced Investment Consultant in order to optimise the customer experience and the efficiency of the results. /ph3Main Responsibilities /h3ulliAct as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact /liliBuild a strong knowledge of Moneyfarm’s products and platform /liliBe responsible for a book of clients, actively reaching out to new and existing clients to grow their assets under management through email, phone or via video call /liliCommunicate to our clients the views of our expert portfolio managers on how we invest our client's wealth and financial markets as a whole /liliProvide clear and concise guidance and simplified advice to help clients to reach their financial goals /liliWork closely with other departments on additional projects to help improve overall client experience /liliKeep the CRM database (Salesforce) up to date with all client contact /li /ulh3Qualifications /h3ulliUniversity Master Degree in economics or finance /liliYou have at least 1-2 years of experience in a financial institution /liliStrongs interest in commercial activities /liliExcellent communication skills, both verbal and written /liliAbility to build strong relationships with customers, strong costumer orientation attitude /liliProficiency in English /liliEnrollment recommended but not mandatory in the OCF (Organismo Di Vigilanza dell\'albo unico dei consulenti finanziari) /li /ulh3Benefits /h3ulliHealth Insurance, Wellness plan /liliFee free investments on Moneyfarm platform /liliIncentive scheme /liliCareer development opportunities /liliTraining opportunities /liliRegular office social events /liliHappy and friendly culture! /li /ul /p #J-18808-Ljbffr