Wealth Advisor

Moneyfarm; Lombardia; Hybrid; EUR 33,000 - 42,000; Full time

Benefits offered by this job

Hybrid working model

Health insurance and wellness plan

Fee-free investing on Moneyfarm

Structured onboarding and training

Career paths and team events

Job summary

Moneyfarm is seeking a Premium Wealth Advisor to manage 1:1 relationships with our B2C clients in Italy. You will support Premium clients who typically invest up to €100k, combining relationship management with a commercial focus to drive activation, conversion, retention, and AUM growth with excellent guidance.

Initially, you’ll be supported by a manager for onboarding and knowledge transfer, while helping to scale the service through content and webinar initiatives as you grow within the team.

Qualifications

• Master’s degree in Economics, Finance or similar is required.
• 1–2 years of experience in financial advice / wealth management.
• Strong communication skills and ability to build rapport remotely.
• Commercial mindset with comfort working with KPIs (activation/conversion, retention, AUM growth).
• Proficiency in English.
• OCF registration is a strong plus and expected to be completed within months after joining.

Responsibilities

• Own and manage a dedicated book of Premium clients.
• Collaborate within Premium Advisory Team to grow assets and provide high-quality service.
• Engage with clients via email, phone, and video calls to guide decisions on Moneyfarm’s Wealth platform.
• Drive retention and AUM growth by addressing objections and reinforcing long-term plans.
• Provide holistic financial planning across Moneyfarm’s products.
• Keep CRM tools (Salesforce) updated with notes and activity.

Skills

Communication

Client management

English

Education

Master’s degree in Economics, Finance or similar

Tools

Salesforce

Job description

We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £7.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.

With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.

Our vision

Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over 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, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact. Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.

About the role

We’re looking for a Premium Wealth Advisor to join our Investment Advisory Team, responsible for managing 1:1 relationships with our B2C clients.

You’ll work with our Premium segment, supporting clients who typically invest up to €100k. This role is ideal for someone who enjoys combining client relationship management with a commercial mindset: helping clients make informed decisions while driving activation, conversion, retention and AUM growth through excellent guidance and service.

In the initial phase, you’ll be supported by a Manager to ensure a structured onboarding process, effective knowledge transfer and an optimal client experience.

As part of the Premium Team, you will also help to make our service more scalable. This will involve participating in the creation of engaging content and webinars to educate a wider audience. While direct client interaction will be your focus, the involvement in these content and webinar initiatives will increase as you grow in seniority within the team.

What you’ll do

• Own and manage a dedicated book of Premium clients
• You will be part of the Premium Advisory Team, responsible for collaboratively managing and growing the assets of our premium clients. This involves actively engaging with both new and existing clients through email, phone, and video calls to nurture their portfolios and ensure a consistent, high-quality service experience.
• Understand clients’ needs and goals, providing guidance that helps them take confident actions on our Wealth platform
• Drive retention and AUM growth by proactively engaging existing clients, addressing objections/concerns and reinforcing long-term plans
• Guide clients through holistic financial planning across Moneyfarm’s products
• Explain Moneyfarm’s investment approach and market updates in a clear, simple and compliant way
• Maintain a high level of outbound activity (calls, emails, video), with consistent daily client touchpoints, while maintaining high quality
• Keep crm tools (Salesforce) updated with high-quality notes and activity tracking

As you grow in seniority within the team, further responsibilities are:

• Work closely with other departments on additional projects to help improve overall client experience
• Involvement in content and webinar initiatives

Requirements

• Master’s degree in Economics, Finance or similar
• 1–2 years of experience in financial advice / wealth management (e.g., financial advisor, private banking, investment advisory, brokerage/network advisory)
• Strong communication skills and ability to build rapport remotely (phone/video/email), translating complex topics into clear, client-friendly language
• Commercial mindset and comfort working with KPIs (activation/conversion, retention, AUM growth)
• Proficiency in English
• OCF registration is a strong plus — if you’re not registered yet, we expect you to complete the process within the first few months after joining

What we offer

• Permanent contract (full-time employee role) under CCNL Credito
• Hybrid working model, combining office and remote work (at least 2 times a week in the office)
• Health insurance and wellness plan
• Fee-free investing on Moneyfarm
• Structured onboarding, continuous training and clear career paths
• Regular team events and a friendly, ambitious culture

Level & Compensation:

in line with our career ladder, we will apply CCNL Credito with a estimated base salary (RAL) for this role ranges from €33.000 to € 42.000 gross per year plus bonus, commensurate with the candidate's experience and skills.