Wealth Advisor
OverviewIn 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
Health InsuranceWellness planFee free investments on Moneyfarm platformIncentive schemeCareer development opportunitiesTraining opportunities
Responsabilità
Be the first point of contact for clients, delivering exceptional serviceDevelop strong knowledge of Moneyfarm's products and platformManage a book of clients and actively reach out to grow assets under management via email, phone,
or videoConvey views of expert portfolio managers on investment strategiesProvide clear, concise guidance to help clients reach financial goalsCollaborate with other departments on projects to improve client experienceMaintain up-to-date client information in Salesforce
Requisiti fondamentali
Master in Economics1-2 years of experience in a financial institutionStrong interest in commercial activitiesExcellent verbal and written communication skillsAbility to build strong client relationships and a customer-oriented mindsetProficiency in EnglishEnrollment recommended but not mandatory in OCF (Organismo Di Vigilanza dell'albo unico dei consulenti finanziari)Excellent communicationRelationship-buildingCustomer orientationSalesforce CRMKnowledge of Moneyfarm platform and productsEnglish proficiency
Retribuzione / Benefits
Health InsuranceWellness planFee free investments on Moneyfarm platformIncentive schemeCareer development opportunitiesTraining opportunities
Responsabilità
Be the first point of contact for clients, delivering exceptional serviceDevelop strong knowledge of Moneyfarm's products and platformManage a book of clients and actively reach out to grow assets under management via email, phone,
or videoConvey views of expert portfolio managers on investment strategiesProvide clear, concise guidance to help clients reach financial goalsCollaborate with other departments on projects to improve client experienceMaintain up-to-date client information in Salesforce
Requisiti fondamentali
Master in Economics1-2 years of experience in a financial institutionStrong interest in commercial activitiesExcellent verbal and written communication skillsAbility to build strong client relationships and a customer-oriented mindsetProficiency in EnglishEnrollment recommended but not mandatory in OCF (Organismo Di Vigilanza dell'albo unico dei consulenti finanziari)Excellent communicationRelationship-buildingCustomer orientationSalesforce CRMKnowledge of Moneyfarm platform and productsEnglish proficiency