Moneyfarm shaxsiy investitsiyalarni yanada qulayroq qilishga yo‘naltirilgan fintech va moliyaviy xizmatlar kompaniyasidir. Uning platformasi investitsiyalarni rejalashtirish, aktivlarni taqsimlash, boylikni boshqarish va shaxsiy moliyani qo‘llab-quvvatlaydi, bunda ETFlar va jamg‘armalarga alohida e’tibor qaratiladi. Moneyfarm individual moliyaviy maqsadlar asosida moslashtirilgan portfellarni shakllantiradi va 80 000 dan ortiq investorga xizmat ko‘rsatadi; kompaniya boshqaruvidagi aktivlar 2,2 milliard funt sterlingdan oshadi. Kompaniya jamoasi texnologiyalar, investitsiyalar va iste’molchilarga mo‘ljallangan moliyaviy xizmatlar kesishmasida faoliyat yuritadi.
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.
Tavsif
- 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.
Talablar
- 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.
Imtiyozlar
- Flexible working arrangements.
- Opportunity to progress to Qualified Wealth Manager (IAD Level 4 in Financial Planning & Advice) and manage private clients.