18 set - Monza
Moneyfarm
Overview In this role you will be the main point of contact for Moneyfarm's retail clients, guiding them through their investment journey with clear, actionable advice. You will represent Moneyfarm's advisory voice, deepen client relationships, and help grow assets under management through proactive outreach. You'll work with cross-functional teams to enhance the client experience and keep Salesforce up to date. This is an opportunity to influence investment outcomes at a pan-European fintech with a strong growth trajectory.
Retribuzione / Benefits
Fee free investments on Moneyfarm platform
Career development opportunities
Training opportunities
Be the first point of contact for clients, delivering exceptional service
Develop strong knowledge of Moneyfarm's products and platform
Manage a book of clients and actively reach out to grow assets under management via email,
phone, or video
Convey views of expert portfolio managers on investment strategies
Collaborate with other departments on projects to improve client experience
Maintain up-to-date client information in Salesforce
1-2 years of experience in a financial institution
~ Strong interest in commercial activities
~ Ability to build strong client relationships and a customer-oriented mindset
~ Proficiency in English
~ Enrollment recommended but not mandatory in OCF (Organismo Di Vigilanza dell'albo unico dei consulenti finanziari)
~ Customer orientation
~ Salesforce CRM
~ Knowledge of Moneyfarm platform and products
~ English proficiency
18 set - Chiavari
Acrobatica
18 set - Fonzaso
Greta
18 set - Trento
Car Clinic
18 set - Nola
Demetra Formazione