Investment Consultant - legge 68/99

Moneyfarm; Milano; In loco; EUR 35.000 - 50.000; Tempo pieno

Descrizione del lavoro

Moneyfarm, a leading digital wealth manager, is seeking an Investment Consultant to join their Advisory team in Milan. The role involves engaging with clients through various remote channels, managing portfolios, and providing clear investment guidance. Candidates should have a Master’s degree in economics or finance and a strong customer-oriented attitude. The position offers a dynamic working environment with benefits including health insurance and regular social events.

Servizi

Health insurance

Wellness plans

Fee-free investments

Regular social events

Friendly culture

Competenze

• Master's Degree in economics or finance essential.
• 1-2 years experience in a financial institution.
• Strong interest in commercial activities.

Mansioni

• Act as a spokesperson for Moneyfarm, delivering exceptional customer experience.
• Manage a portfolio of clients to grow assets under management.
• Collaborate with other departments to enhance client experience.

Conoscenze

Verbal Communication

Written Communication

Customer Relationship Building

Commercial Awareness

Formazione

Master’s 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 London.

Mission

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

Our Core Values

• 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 ensure our customers see it, too. We’re always focused on the best outcomes for our clients and each other, regardless of the goal or the size of 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 makes us better at what we do. To accommodate different needs and commitments, we offer flexible working to all. Our focus is on individual impact and output.

About the role

We are seeking a candidate to join our client-facing Advisory team, responsible for all one-to-one interactions with our retail clients. The investment consultant will engage via remote contact channels (telephone, video call, chat, email) to build strong customer relationships and support clients throughout their investment journey with 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
• Develop a strong knowledge of Moneyfarm’s products and platform
• Manage a portfolio of clients, actively reaching out to new and existing clients to grow assets under management via email, phone, or video call
• 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 up-to-date client contact information in the CRM system (Salesforce)

Requirements

• 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 customer relationships and a customer-oriented attitude
• Proficiency in English

Benefits include health insurance, wellness plans, fee-free investments on the Moneyfarm platform, regular social events, and a friendly, happy culture!

Location: Milan, Metropolitan City of Milan, IT