Wealth advisor

Experteer Italy; London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading financial consultancy in London seeks an Investment Consultant to join the Premium Advisory Team. This role involves providing guidance and building relationships with premium clients through remote channels. Candidates should have a Master's Degree in economics or finance, excellent communication skills, and at least one year of consulting experience. Benefits include health insurance and career development opportunities.

Benefits

Health Insurance

Wellness plan

Fee free investments

Incentive scheme

Career development opportunities

Training opportunities

Regular office social events

Happy and friendly culture!

Qualifications

• At least 1 year of experience as a Consultant in a financial institution.
• Good knowledge of spoken and written English.

Responsibilities

• Collaboratively manage and grow the assets of premium clients.
• Deliver an exceptional customer experience as the first point of contact.
• Keep the CRM database up to date with all client contact.

Skills

Excellent communication skills

Strong customer orientation

Interest in commercial activities

Education

University Master Degree in economics or finance

Tools

Salesforce

Job description

Description

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over 5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values

We’ve built our business on three Principles:

• Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. 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

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role

We're looking for an Investment Consultant to join our dedicated Advisory Team focused on the Premium Segment (customers with investment between 20k and 100k). In this role, you'll be part of a team of advisors responsible for providing guidance and building strong relationships with our premium clients, all through remote channels like telephone, video call, chat, and email. Your main goal will be to accompany clients throughout their investment journey, helping them to navigate their financial decisions effectively.

As part of the Premium Team, you will also help to make our service more scalable. This will involve participating in the creation of engaging content and webinars to educate a wider audience. While direct client interaction will be your primary focus, your involvement in these content and webinar initiatives will increase as you grow in seniority within the team.

Main Responsibilities:

• You will be part of the Premium Advisory Team, responsible for collaboratively managing and growing the assets of our 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.
• Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact.
• Act proactively to engage with the client base and achieve agreed-upon targets while maintaining high quality
• Keep the CRM database (Salesforce) up to date with all client contact

As you grow in seniority within the team, further responsibilities are:

• Work closely with other departments on additional projects to help improve overall client experience
• Involvement in content and webinar initiatives

Requirements

• University Master Degree in economics or finance
• You have at least 1 year of experience as Consultant in a financial institution
• Strong interest in commercial activities
• Excellent communication skills, both verbal and written
• Ability to build strong relationships with customers, strong customer orientation attitude
• Enrollment recommended but not mandatory in the OCF (Organismo Di Vigilanza dell'albo unico dei consulenti finanziari)
• Good knowledge of spoken and written English

Benefits

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training opportunities
• Regular office social events
• Happy and friendly culture!