Premium Wealth Advisor — Hybrid, Growth & Impact

Moneyfarm; Turbigo; Ibrido; EUR 40.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Meal vouchers

Fee-free investing

Incentive scheme

Continuous training and career paths

Regular team events

Descrizione del lavoro

A leading digital wealth manager in Turbigo, Italy, seeks a Premium Wealth Advisor to nurture and manage client relationships. The ideal candidate should hold a Master’s degree in Economics or Finance and have 1-2 years of experience in wealth management. Responsibilities include providing tailored financial guidance and facilitating excellent client service. The position offers a permanent contract with a hybrid work model, health insurance, meal vouchers, and opportunities for professional development.

Competenze

• 1-2 years of experience in financial advice or wealth management.
• Ability to build rapport remotely through phone and video calls.
• Understanding of KPIs related to client engagement and retention.

Mansioni

• Manage and grow a dedicated book of Premium clients.
• Engage with clients through various communication channels.
• Provide guidance around financial goals and investment strategies.
• Maintain CRM tools with high-quality notes and activity tracking.

Conoscenze

Strong communication skills

Client relationship management

Commercial mindset

Proficiency in English

Formazione

Master’s degree in Economics or Finance

Strumenti

Salesforce

Descrizione del lavoro

A leading digital wealth manager in Turbigo, Italy, seeks a Premium Wealth Advisor to nurture and manage client relationships. The ideal candidate should hold a Master’s degree in Economics or Finance and have 1-2 years of experience in wealth management. Responsibilities include providing tailored financial guidance and facilitating excellent client service. The position offers a permanent contract with a hybrid work model, health insurance, meal vouchers, and opportunities for professional development.