Institutional Sales Executive

7 ore fa

Milano, Lombardia, Italia Moneyfarm A tempo pieno

Who we are:

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.

Candidates who belong to 'Categoria protetta' (Legge 68/99) are more than welcome

About the role

In order to expand commercial support in the context of our B2B2C partnerships with Financial Distributors we are looking for a person to join our commercial partnership team. The new joiner will be involved in the relationship with our main Partners and help the team in reaching the AUM target. In particular the candidate will support the head of the team.

Main responsibilities:

  • Define and implement all the commercial activities necessary to the partnership growth
  • Support and advice the Partner in order to reach the net inflow target on the co-branded investment solution
  • Act as a point of contact for Moneyfarm, delivering an exceptional partner experience
  • Build and consolidate a strong relationship with the partner, in a win-win connection
  • Understand partner's needs and requirement offering valid and scalable solution
Requirements
  • University Master Degree in economics or finance and extensive experience in asset management
  • 3-5 years experience in managing relationships with network distribution
  • Highly motivated, good team player with an entrepreneurial mindset and great communication skills, while being persuasive and persevering
  • Experience in developing relationships across multiple client types, products and asset classes
  • Client-oriented and self-organised
  • Willing to take ownership of tasks assigned
  • Based in Milan

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