Premium Wealth Advisor — Hybrid, AUM Growth

17 ore fa

romano di lombardia, Italia Moneyfarm Tempo pieno

Moneyfarm is seeking a Premium Wealth Advisor to manage 1:1 relationships with our B2C clients in Italy.
Interessato/a a questo ruolo? Può trovare tutte le informazioni pertinenti nella descrizione qui sotto.
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. xysqume


#J-18808-Ljbffr
Per questa posizione sono disponibili opzioni di lavoro da remoto/a casa.