09 set - Milano
Moneyfarm
ppWe 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. /p pWith 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. /p h3Our vision /h3 pOur 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. /p h3Our Core Values: /h3 pWe’ve built our business on three Principles: /p ul liRelationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else. /li liTrust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact. /li liOur 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 /ul h3What this means in practice: /h3 pAt 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. /p pOur 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. /p h3About the role /h3 pMoneyfarm is growing and evolving. We are looking for a highly motivated and reliable professional to support our Operations team and take on day-to-day responsibility forbr/all operations processes relating to our business in Italy. At Moneyfarm we make investment advice accessible to everyone in a simple and transparent way. Whilst we are a digital wealth manager, an integral part of our business model is our "hybrid" approach of combining our digital service with a human touch. /p h3Main Responsibilities:
/h3 ul liChecks on KYC and AML on the activations flow /li liClient activation process management /li liAccount closures management /li liSupport customers reporting /li liSupport to internal stakeholders’ queries /li liSupport billing calculation /li liDay-to-day management of client cash inflows/outflows /li liSupport regulatory reporting (Bank of Italy, Consob, Agenzia delle Entrate) /li liSupport the taxation on Italian customers /li liAsset transfer process /li liVerify and maintain data quality in systems /li liProduce report and metrics /li /ul ul liItalian, written and spoken (starting with B2 level) /li liEnglish, written and spoken (starting with B2 level) /li liSolid Microsoft office Excel skills /li liYears of experience: 1 in relevant roles /li liExcellent analytical and problem-solving skills /li liProactivity and passion for improving status quo /li /ul h3Nice to have /h3 ul liUse of SQL /li liBachelor’s degree (Economic / Accounting / Law) /li liPrevious experience in client operations management (either in banking or similar industries) /li liSelf-driven, ability to work in an unstructured environment with minimal supervision /li /ul h3Level Compensation: /h3 pin line with our career ladder, we will apply Area Unificata CCNL Credito with a estimated base salary (RAL) for this role ranges from b€32.232 /bto b€ 34.000 /b gross per year, commensurate with the candidate's experience and skills. /p pThis role is based in our Milan or Cagliari office and our lavoro da remoto policy requires at least 2 days of in-office presence per week. /p pThe contract will be fixed term 6 months. /p ul liHealth Insurance, Wellness plan /li liFee free investments on Moneyfarm platform /li liCareer development opportunities /li liTraining opportunities /li liRegular office social events /li /ul /p #J-18808-Ljbffr
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