Investment Consultant

TN Italy; Milano; Remoto; EUR 30.000 - 50.000; Tempo pieno

Descrizione del lavoro

An innovative fintech firm is seeking a dynamic investment consultant to join their client-facing advisory team. This role focuses on building strong relationships with retail clients through various remote channels, enhancing their investment journey. As the first point of contact, you'll deliver exceptional service and collaborate with expert portfolio managers to provide tailored advice. With a commitment to diversity and flexible working, this company values individual contributions and offers a supportive environment for professional growth. If you're passionate about finance and customer success, this opportunity is perfect for you.

Servizi

Health Insurance

Wellness Plan

Fee-free investments

Competenze

• 1-2 years of experience in a financial institution is required.
• Strong interest in commercial activities and customer relationships.

Mansioni

• Deliver exceptional customer experience as the first point of contact.
• Manage a portfolio of clients and grow their assets under management.

Conoscenze

Communication Skills

Customer Relationship Management

Financial Analysis

Sales Skills

English Proficiency

Formazione

Master's Degree in Economics

Master's Degree in Finance

Strumenti

Salesforce

Descrizione del lavoro

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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 are looking for a candidate to join our client-facing department (Advisory team), responsible for all one-to-one interactions with our retail clients. The investment consultant, through remote contact channels (telephone, video call, chat, email), will contribute to building strong customer relationships and will aim to accompany customers throughout their investment journey in Moneyfarm. The consultant, who will be assigned qualitative and quantitative objectives, will be supported by a more experienced Investment Consultant initially to optimize customer experience and results.

Main Responsibilities:

• Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact.
• Build a strong knowledge of Moneyfarm’s products and platform.
• Manage a portfolio of clients, actively reaching out to new and existing clients to grow their assets under management through email, phone, or video calls.
• Communicate our expert portfolio managers’ views on investment strategies and financial markets to clients.
• Provide clear, concise guidance and simplified advice to help clients reach their financial goals.
• Collaborate with other departments on projects to enhance overall client experience.
• Maintain and update the CRM database (Salesforce) with all client contact information.

Requirements:

• University Master’s Degree in Economics or Finance.
• At least 1-2 years of experience in a financial institution.
• Strong interest in commercial activities.
• Excellent verbal and written communication skills.
• Ability to build strong relationships with customers and a customer-oriented attitude.
• Proficiency in English.
• Benefits include Health Insurance, Wellness Plan, and Fee-free investments on the Moneyfarm platform.