Wealth Advisor at Moneyfarm

Milan, Lombardy, Italy -

Full Time

Start Date

Immediate

Expiry Date

01 Jul, 26

Salary

0.0

Posted On

02 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth management, Financial advice, Client relationship management, Investment advisory, Salesforce, Communication, Commercial mindset, Financial planning, Portfolio management, Customer service, Content creation, Webinar facilitation, Market analysis, Compliance, B2C sales

Industry

Financial Services

Description

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’re looking for a Premium Wealth Advisor to join our Investment Advisory Team, responsible for managing 1:1 relationships with our B2C clients. You’ll work with our Premium segment, supporting clients who typically invest up to €100k. This role is ideal for someone who enjoys combining client relationship management with a commercial mindset: helping clients make informed decisions while driving activation, conversion, retention and AUM growth through excellent guidance and service. In the initial phase, you’ll be supported by a Manager to ensure a structured onboarding process, effective knowledge transfer and an optimal client experience. As part of the Premium Team, you will also help to make our service more scalable. This will involve participating in the creation of engaging content and webinars to educate a wider audience. While direct client interaction will be your focus, the involvement in these content and webinar initiatives will increase as you grow in seniority within the team. What you’ll do Own and manage a dedicated book of Premium clients You will be part of the Premium Advisory Team, responsible for collaboratively managing and growing the assets of our premium clients. This involves actively engaging with both new and existing clients through email, phone, and video calls to nurture their portfolios and ensure a consistent, high-quality service experience. Understand clients’ needs and goals, providing guidance that helps them take confident actions on our Wealth platform Drive retention and AUM growth by proactively engaging existing clients, addressing objections/concerns and reinforcing long-term plans Guide clients through holistic financial planning across Moneyfarm’s products Explain Moneyfarm’s investment approach and market updates in a clear, simple and compliant way Maintain a high level of outbound activity (calls, emails, video), with consistent daily client touchpoints, while maintaining high quality Keep crm tools (Salesforce) updated with high-quality notes and activity tracking As you grow in seniority within the team, further responsibilities are: Idea generation abilities Work closely with other departments on additional projects to help improve overall client experience Involvement in content and webinar initiatives Master’s degree in Economics, Finance or similar 1–2 years of experience in financial advice / wealth management (e.g., financial advisor, private banking, investment advisory, brokerage/network advisory) Strong communication skills and ability to build rapport remotely (phone/video/email), translating complex topics into clear, client-friendly language Commercial mindset and comfort working with KPIs (activation/conversion, retention, AUM growth) Proficiency in English OCF registration is a strong plus — if you’re not registered yet, we expect you to complete the process within the first few months after joining What we offer Permanent contract (full-time employee role) under CCNL Credito Hybrid working model, combining office and remote work (at least 2 times a week in the office) Health insurance and wellness plan Meal vouchers Fee-free investing on Moneyfarm Incentive scheme Structured onboarding, continuous training and clear career paths Regular team events and a friendly, ambitious culture

Responsibilities

Manage and grow a dedicated book of premium B2C clients by providing personalized investment guidance and financial planning. Drive client retention and AUM growth through proactive engagement, content creation, and effective use of CRM tools.