Moneyfarm yra finansinių technologijų ir finansinių paslaugų įmonė, siekianti padaryti asmeninį investavimą prieinamesnį. Jos platforma padeda planuoti investicijas, paskirstyti turtą, valdyti turtą ir tvarkyti asmeninius finansus, daugiausia dėmesio skiriant ETF fondams ir taupymui. Moneyfarm kuria individualius portfelius pagal kiekvieno žmogaus finansinius tikslus ir aptarnauja daugiau kaip 80 000 investuotojų, o jos valdomo turto vertė viršija 2,2 mlrd. svarų sterlingų. Įmonės komanda dirba technologijų, investavimo ir vartotojams skirtų finansinių paslaugų sankirtoje.
Wealth Manager – Moneyfarm, London (Hybrid)
Advise Moneyfarm’s private clients with portfolios of £100,000 or more through digital channels. Conduct portfolio reviews and cash flow modelling while managing client relationships.
Aprašymas
- Manage and grow client assets with the Private Wealth Management Team.
- Engage with new and existing clients by email, phone, and video call.
- Serve as Moneyfarm’s first point of contact and provide a strong client experience.
- Proactively contact clients, meet agreed targets, and maintain high standards.
- Keep client interactions up to date in Salesforce.
- Prepare client cash flow projections using Cashcalc.
- Review portfolio performance, asset allocation, diversification, and selected risk levels.
- Collaborate across departments on projects to improve the client experience.
- Contribute to Moneyfarm content and other business projects.
Reikalavimai
- Hold a university degree.
- Have a Level 4 qualification, such as IAD in FP&A with CISI, CII, or an equivalent qualification.
- Have at least two years of experience in financial services, as an adviser or in paraplanning.
- Show a strong interest in commercial activities.
- Communicate effectively in writing and verbally.
- Build strong customer relationships and demonstrate a customer-focused approach.