wealth

Overview In this role you will be the main point of contact for Moneyfarm’s retail clients, guiding them through their investment journey with clear, actionable advice. You will represent Moneyfarm’s advisory voice, deepen client relationships, and help grow assets under management through proactive outreach. You’ll work with cross-functional teams to...

Il nostro cliente è una banca. Per loro siamo alla ricerca di una figura di Wealth Manager per la filiale di Modena. L'obiettivo sarà quello di manutenere il portafoglio della filiale e sviluppare nuova clientela (taglio affluent). Responsabilità principali: * analizzare la situazione patrimoniale, economica e finanziaria dei clienti della Filiale e dei...

Overview In this role you will be the main point of contact for Moneyfarm’s retail clients, guiding them through their investment journey with clear, actionable advice. You will represent Moneyfarm’s advisory voice, deepen client relationships, and help grow assets under management through proactive outreach. You’ll work with cross-functional teams to...

Overview In this role you will be the main point of contact for Moneyfarm’s retail clients, guiding them through their investment journey with clear, actionable advice. You will represent Moneyfarm’s advisory voice, deepen client relationships, and help grow assets under management through proactive outreach. You’ll work with cross-functional teams to...

Overview In this role you will be the main point of contact for Moneyfarm’s retail clients, guiding them through their investment journey with clear, actionable advice. You will represent Moneyfarm’s advisory voice, deepen client relationships, and help grow assets under management through proactive outreach. You’ll work with cross-functional teams to...

Overview In this role you will be the main point of contact for Moneyfarm’s retail clients, guiding them through their investment journey with clear, actionable advice. You will represent Moneyfarm’s advisory voice, deepen client relationships, and help grow assets under management through proactive outreach. You’ll work with cross-functional teams to...

Overview In this role you will be the main point of contact for Moneyfarm’s retail clients, guiding them through their investment journey with clear, actionable advice. You will represent Moneyfarm’s advisory voice, deepen client relationships, and help grow assets under management through proactive outreach. You’ll work with cross-functional teams to...

Il nostro cliente è una banca.Per loro siamo alla ricerca di una figura di Wealth Manager per la filiale di Modena. L'obiettivo sarà quello di manutenere il portafoglio della filiale e sviluppare nuova clientela (taglio affluent).Responsabilità principali:analizzare la situazione patrimoniale, economica e finanziaria dei clienti della Filiale e dei...

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...

We are a rapidly growing pan-European digital wealth manager, serving over 170,000 active investors with over £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...

Overview In this role you will be the main point of contact for Moneyfarm’s retail clients, guiding them through their investment journey with clear, actionable advice. You will represent Moneyfarm’s advisory voice, deepen client relationships, and help grow assets under management through proactive outreach. You’ll work with cross-functional teams to...

Il nostro cliente è una banca. Per loro siamo alla ricerca di una figura di Wealth Manager per la filiale di Modena. L'obiettivo sarà quello di manutenere il portafoglio della filiale e sviluppare nuova clientela (taglio affluent). Responsabilità principali: * analizzare la situazione patrimoniale, economica e finanziaria dei clienti della Filiale e dei...

Milan, Metropolitan City of Milan, ItalyLa preghiamo di leggere attentamente i seguenti dettagli prima di inviare la sua candidatura.We are partnering with a prestigiousMulti-Family Office (MFO)looking to recruit aFamily Officer / Wealth Managerin Italy.This is a unique opportunity to join a highly successful and fast-growing firm with atech-enabled...

Milan, Metropolitan City of Milan, ItalyLa preghiamo di leggere attentamente i seguenti dettagli prima di inviare la sua candidatura.We are partnering with a prestigiousMulti-Family Office (MFO)looking to recruit aFamily Officer / Wealth Managerin Italy.This is a unique opportunity to join a highly successful and fast-growing firm with atech-enabled...

Milan, Metropolitan City of Milan, ItalyLa preghiamo di leggere attentamente i seguenti dettagli prima di inviare la sua candidatura.We are partnering with a prestigiousMulti-Family Office (MFO)looking to recruit aFamily Officer / Wealth Managerin Italy.This is a unique opportunity to join a highly successful and fast-growing firm with atech-enabled...

Milan, Metropolitan City of Milan, ItalyLa preghiamo di leggere attentamente le informazioni contenute in questo annuncio di lavoro per comprendere esattamente cosa ci si aspetta dai potenziali candidati.We are partnering with a prestigious Multi-Family Office (MFO) looking to recruit a Family Officer / Wealth Manager in Italy.This is a unique opportunity to...

Milan, Metropolitan City of Milan, ItalyLa preghiamo di leggere attentamente i seguenti dettagli prima di inviare la sua candidatura.We are partnering with a prestigiousMulti-Family Office (MFO)looking to recruit aFamily Officer / Wealth Managerin Italy.This is a unique opportunity to join a highly successful and fast-growing firm with atech-enabled...

Milan, Metropolitan City of Milan, ItalyLa preghiamo di leggere attentamente le informazioni contenute in questo annuncio di lavoro per comprendere esattamente cosa ci si aspetta dai potenziali candidati.We are partnering with a prestigious Multi-Family Office (MFO) looking to recruit a Family Officer / Wealth Manager in Italy.This is a unique opportunity to...

Milan, Metropolitan City of Milan, Italy We are partnering with a prestigious Multi-Family Office (MFO) looking to recruit a Family Officer / Wealth Manager in Italy. This is a unique opportunity to join a highly successful and fast-growing firm with a tech-enabled platform that gives them a significant competitive edge in the market. They offer a...

Il nostro cliente è una banca.Per loro siamo alla ricerca di una figura di Wealth Manager per la filiale di Modena. L'obiettivo sarà quello di manutenere il portafoglio della filiale e sviluppare nuova clientela (taglio affluent).Responsabilità principali:analizzare la situazione patrimoniale, economica e finanziaria dei clienti della Filiale e dei...