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.
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.
Tavsif
- 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.
Talablar
- 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.