Long Term Advisor

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8gm1od

We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £7.5 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.

With 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. Our 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. We empower our employees to succeed, so they can make a real impact Our 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 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. We're looking for a Premium Wealth Advisor to join our Investment Advisory Team, responsible for managing 1:1 relationships with our B2C clients.

You'll work with our Premium segment, supporting clients who typically invest up to €100k. This role is ideal for someone who enjoys combining client relationship management with a commercial mindset: helping clients make informed decisions while driving activation, conversion, retention and AUM growth through excellent guidance and service. In the initial phase,



you'll be supported by a Manager to ensure a structured onboarding process, effective knowledge transfer and an optimal client experience.

As part of the Premium Team, you will also help to make our service more scalable. Own and manage a dedicated book of Premium clients This involves actively engaging with both new and existing clients through email, phone, and video calls to nurture their portfolios and ensure a consistent, high-quality service experience. Understand clients' needs and goals, providing guidance that helps them take confident actions on our Wealth platform Guide clients through holistic financial planning across Moneyfarm's products Explain Moneyfarm's investment approach and market updates in a clear, simple and compliant way Maintain a high level of outbound activity (calls, emails, video), with consistent daily client touchpoints, while maintaining high quality Keep crm tools (Salesforce) updated with high-quality notes and activity tracking Work closely with other departments on additional projects to help improve overall client experience Master's degree in Economics, Finance or similar 1–2 years of experience in financial advice / wealth management (e.g., financial advisor, private banking, investment advisory, brokerage/network advisory) Strong communication skills and ability to build rapport remotely (phone/video/email), translating complex topics into clear, client-friendly language Commercial mindset and comfort working with KPIs (activation/conversion, retention, AUM growth) Proficiency in English Permanent contract (full-time employee role) under CCNL Credito Hybrid working model, combining office and remote work (at least 2 times a week in the office) Fee-free investing on Moneyfarm Structured onboarding, continuous training and clear career paths in line with our career ladder, we will apply CCNL Credito with a estimated base salary (RAL) for this role ranges from €33.000 to € 42.000 gross per year plus premio, commensurate with the candidate's experience and skills.

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8gm1od