Moneyfarm
Moneyfarm
51 – 200 कर्मचारी
B2Cफिनटेकवित्त
Moneyfarm एक फिनटेक और वित्तीय सेवा कंपनी है, जिसका उद्देश्य व्यक्तिगत निवेश को अधिक सुलभ बनाना है। इसका प्लेटफ़ॉर्म निवेश योजना, परिसंपत्ति आवंटन, संपत्ति प्रबंधन और व्यक्तिगत वित्त सेवाओं का समर्थन करता है, जिसमें ETF और बचत पर विशेष ध्यान दिया जाता है। Moneyfarm लोगों के व्यक्तिगत वित्तीय लक्ष्यों के अनुरूप अनुकूलित पोर्टफोलियो तैयार करती है और 80,000 से अधिक निवेशकों को सेवा देती है। कंपनी के प्रबंधन के तहत 2.2 अरब पाउंड से अधिक की परिसंपत्तियाँ हैं। इसकी टीम प्रौद्योगिकी, निवेश और उपभोक्ता वित्तीय सेवाओं के संगम पर काम करती है।

Investment Consultant – Hybrid, Moneyfarm

Guide premium clients through portfolio reviews and financial planning at Moneyfarm. Support clients across phone, video, chat, and email as part of its digital wealth-management service.

विवरण

  • Build trusted relationships with premium clients through phone, video, chat, and email.
  • Guide clients through their investment journeys and help them make financial decisions.
  • Review portfolios, assessing performance, asset allocation, diversification, risk, and client goals.
  • Work with colleagues to manage and grow client assets.
  • Connect with new and existing clients by email, phone, and video.
  • Serve as Moneyfarm’s first point of contact and deliver a high-quality client experience.
  • Engage proactively with clients, meet agreed targets, and maintain service quality.
  • Record all client interactions in Salesforce CRM.
  • Partner with other departments on projects to improve the client experience.
  • Contribute to Moneyfarm content and other business projects.

आवश्यकताएँ

  • A university degree.
  • At least two years of experience in financial services, client support, or an administrative role in wealth management or financial advice is preferred.
  • A strong interest in commercial activities.
  • Excellent spoken and written communication skills.
  • Ability to build strong customer relationships and maintain a customer-focused approach.

लाभ

  • Flexible working arrangements.
  • Opportunity to progress to Qualified Wealth Manager (IAD Level 4 in Financial Planning & Advice) and manage private clients.