22 ott - Lombardia
Moneyfarm
Moneyfarm is seeking a Premium Wealth Advisor to manage 1:1 relationships with our B2C clients in Italy. You will support Premium clients who typically invest up to €100k, combining relationship management with a commercial focus to drive activation, conversion, retention, and AUM growth with excellent guidance.
Initially, you’ll be supported by a manager for onboarding and knowledge transfer, while helping to scale the service through content and webinar initiatives as you grow within the team.
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ZURICH
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