Remote Wealth Advisor & Client Growth
Moneyfarm
14 days+
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Benefits offered by this job
Job summary
A digital wealth management firm based in Milan is seeking an Investment Consultant to join their Advisory team. This role involves engaging with retail clients through various remote channels to support their investment journeys. Candidates should have a Master's degree in economics or finance, along with 1-2 years of experience in a financial institution. The position offers collaborative projects, career development opportunities, and a supportive work culture focused on clients' financial success.
Qualifications
- 1-2 years of experience in a financial institution is required.
- Strong customer relationship-building abilities needed.
- Excitement about commercial activities is essential.
Responsibilities
- Act as the primary point of contact for clients.
- Build extensive knowledge of Moneyfarm's products.
- Grow clients' assets under management through outreach.
- Communicate expert insights to clients about investments.
- Provide advice to clients to meet their financial goals.
- Collaborate on projects to enhance client experience.
- Maintain an updated CRM database with client interactions.
Skills
Communication skills
Customer orientation
Interest in commercial activities
Proficiency in English
Education
University Master's Degree in economics or finance
Tools
Salesforce
Job description
A digital wealth management firm based in Milan is seeking an Investment Consultant to join their Advisory team. This role involves engaging with retail clients through various remote channels to support their investment journeys. Candidates should have a Master's degree in economics or finance, along with 1-2 years of experience in a financial institution. The position offers collaborative projects, career development opportunities, and a supportive work culture focused on clients' financial success.
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