Wealth Manager

Moneyfarm; City Of London; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading digital wealth manager is seeking a Wealth Manager to enhance client relationships and provide exceptional service. This role involves managing premium clients through remote communication channels, conducting portfolio reviews, and utilizing cashflow modeling tools. Candidates should have a university degree, a Level 4 qualification, and at least 2 years of experience in financial services. A friendly company culture and various benefits, including health insurance and career development opportunities, await the right candidate.

Benefits

Health Insurance

Fee-free investments

Incentive scheme

Career development opportunities

Training opportunities

Regular office social events

Happy and friendly culture

Qualifications

• At least 2 years of experience in a financial services company, either as an adviser or in paraplanning.

Responsibilities

• Manage and grow clients' assets through email, phone, and video calls.
• Deliver exceptional customer experience as the first point of contact.
• Conduct portfolio reviews and analyze performance.

Skills

Strong communication skills

Customer orientation

Interest in commercial activities

Education

University degree

Level 4 qualification IAD with CISI, CII or equivalent

Tools

Salesforce

Cashcalc

Job 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 a Wealth Manager (level 4 IAD, or equivalent) to join our dedicated Wealth Management Team focused on the Premium & private Segment (customers with investment of £100k +). In this role, you’ll be part of a team 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. You will also be conducting portfolio reviews and using cashflow modelling tools to build plans and help your customers make sense of the financial plans and goals.

Key Responsibilities

• You will be part of the Premium & Private Wealth Management Team, responsible for collaboratively managing and growing the assets of our 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.
• Use cashflow modelling tool Cashcalc to prepare cashflows for your clients.
• Conducting portfolio reviews, analysing performance, taking into account the asset breakdown and diversification given the selected level of risk.
• Work closely with other departments on additional projects to help improve overall client experience.
• Involvement in content and other business projects within Moneyfarm.

Qualifications and Skills

• University degree.
• Must have a Level 4 qualification IAD with CISI, CII or equivalent.
• You have at least 2 years of experience in a financial services company, either as an adviser or working in a paraplanning role.
• Strong interest in commercial activities.
• Excellent communication skills, both verbal and written.
• Ability to build strong relationships with customers, strong customer orientation attitude.

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!