Investment Consultant

Join to apply for the Investment Consultant role at MoneyfarmWe’re a pan-European digital wealth manager with 130,000 active investors (growing fast) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.MissionTo provide investment solutions and advice to protect and grow client wealth through 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 dreamWhat this means in practiceAt Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts mostAbout the roleWe are looking for a candidate to join our client facing department (Advisory team), 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 building 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 initially be supported by a more experienced Investment Consultant to optimize the customer experience and the efficiency of results.Main ResponsibilitiesAct as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contactBuild a strong knowledge of Moneyfarm’s products and platformManage a portfolio of clients, actively reaching out to new and existing clients to grow their assets under management through email, phone, or video callCommunicate the views of our expert portfolio managers on investment strategies and financial marketsProvide clear and concise guidance and simplified advice to help clients reach their financial goalsCollaborate with other departments on projects to improve overall client experienceKeep the CRM database (Salesforce) up to date with all client contactsRequirementsUniversity Master’s Degree in economics or financeAt least 1-2 years of experience in a financial institutionStrong interest in commercial activitiesExcellent verbal and written communication skillsAbility to build strong relationships with customers, with a customer-oriented attitudeProficiency in EnglishWe offer flexible smart working policies, with presence required in the Milan office twice a week.Health InsuranceWellness planFee-free investments on Moneyfarm platformTraining opportunitiesRegular office social eventsA happy and friendly cultureSeniority level AssociateEmployment type Full-timeJob function ConsultingReferrals increase your chances of interviewing at Moneyfarm by 2x#J-18808-Ljbffr