Moneyfarm
Moneyfarm
51 – 200 Angajați
B2CFinanțeFintech
Moneyfarm este o companie de tehnologie financiară și servicii financiare care se concentrează pe accesibilizarea investițiilor personale. Platforma sa oferă suport pentru planificarea investițiilor, alocarea activelor, gestionarea averii și finanțele personale, cu accent pe ETF-uri și economisire. Moneyfarm construiește portofolii personalizate în funcție de obiectivele financiare ale fiecărui client și deservește peste 80.000 de investitori, administrând active în valoare de peste 2,2 miliarde de lire sterline. Echipa companiei activează la intersecția dintre tehnologie, investiții și serviciile financiare pentru consumatori.

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.

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

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