Moneyfarm ir finanšu tehnoloģiju un finanšu pakalpojumu uzņēmums, kura mērķis ir padarīt personīgos ieguldījumus pieejamākus. Tā platforma atbalsta ieguldījumu plānošanu, aktīvu sadali, labklājības pārvaldību un personīgo finanšu pārvaldību, īpašu uzmanību pievēršot ETF fondiem un uzkrājumiem. Moneyfarm veido pielāgotus portfeļus, ņemot vērā individuālos finanšu mērķus, un apkalpo vairāk nekā 80 000 ieguldītāju, kuru pārvaldīto aktīvu vērtība pārsniedz 2,2 miljardus sterliņu mārciņu. Uzņēmuma komanda darbojas tehnoloģiju, ieguldījumu un patērētājiem paredzētu finanšu pakalpojumu krustpunktā.
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.
Apraksts
- 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.
Prasības
- 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.