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.
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.
Descriere
- 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.
Cerințe
- 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.