Investment Consultant

Moneyfarm Group; Monza; In loco; EUR 30.000 - 50.000; Tempo pieno

Descrizione del lavoro

A leading fintech company is seeking an Investment Consultant to join their client-facing Advisory team. The role involves managing client relationships, providing investment advice, and collaborating with other departments to enhance customer experience. Candidates should have a Master's degree in finance, strong communication skills, and a proven track record in client management.

Servizi

Health Insurance and Wellness plan

Fee-free investments on Moneyfarm platform

Career development and training opportunities

Regular office social events

A happy and friendly culture

Competenze

• Minimum 1-2 years experience in a financial institution.
• Strong interest in commercial activities.
• Excellent verbal and written communication skills.

Mansioni

• Act as spokesperson for Moneyfarm delivering exceptional customer experience.
• Manage a portfolio of clients and actively engage via telephone, email, or video calls.
• Provide clear and simplified advice to help clients reach their financial goals.

Conoscenze

Verbal communication

Written communication

Client relationship management

Interest in commercial activities

Formazione

University Master Degree in economics or finance

Strumenti

Salesforce

Descrizione del lavoro

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. Initially, the consultant will be supported by a more experienced Investment Consultant 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 via email, phone, or video call.
• Communicate our portfolio managers’ views on investments and financial markets to clients.
• Provide clear and simplified advice to help clients reach their financial goals.
• Collaborate with other departments on projects to improve the overall client experience.
• Maintain up-to-date client contact information in the CRM (Salesforce).

Minimum Requirements :

• University Master 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 client relationships and a customer-oriented attitude.
• Proficiency in English.

Benefits :

• Health Insurance and Wellness plan.
• Fee-free investments on Moneyfarm platform.
• Career development and training opportunities.
• Regular office social events.
• A happy and friendly culture.

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