Private Wealth Advisor

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

Vantaggi offerti da questo lavoro

Health Insurance

Wellness plan

Fee free investments

Incentive scheme

Career development opportunities

Training opportunities

Regular office social events

Happy and friendly culture

Descrizione del lavoro

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.

Competenze

• 1-2 years of experience in a financial institution is required.
• Strong customer relationship-building abilities needed.
• Excitement about commercial activities is essential.

Mansioni

• 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.

Conoscenze

Communication skills

Customer orientation

Interest in commercial activities

Proficiency in English

Formazione

University Master's Degree in economics or finance

Strumenti

Salesforce

Descrizione del lavoro

Overview

We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 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 are looking for a candidate to be join our client facing department (Advisory team), who are 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 build strong customer relationships and will aim to accompany customers throughout their investment journey in Moneyfarm. The consultant, who will be assigned qualitative and quantitative objectives, will be -in a first phase- supported by a more experienced Investment Consultant in order to optimise the customer experience and the efficiency of the 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
• Be responsible for a book of clients, actively reaching out to new and existing clients to grow their assets under management through email, phone or via video call
• Communicate to our clients the views of our expert portfolio managers on how we invest our client's wealth and financial markets as a whole
• Provide clear and concise guidance and simplified advice to help clients to reach their financial goals
• Work closely with other departments on additional projects to help improve overall client experience
• Keep the CRM database (Salesforce) up to date with all client contact

Qualifications

• University Master Degree in economics or finance
• You have at least 1-2 years of experience in a financial institution
• Strongs interest in commercial activities
• Excellent communication skills, both verbal and written
• Ability to build strong relationships with customers, strong costumer orientation attitude
• Proficiency in English
• Enrollment recommended but not mandatory in the OCF (Organismo Di Vigilanza dell\'albo unico dei consulenti finanziari)

Benefits

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training opportunities
• Regular office social events
• Happy and friendly culture!