Wealth Advisor

DescriptionWe are a rapidly growing pan-European digital wealth manager, serving over 170,000 active investors with over 7.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.Our visionOur vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.Our Core Values:We’ve built our business on three Principles:Relationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else.Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dreamWhat this means in practice:At Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact.Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.About the roleWe’re looking for a Premium Wealth Advisor to join our Investment Advisory Team, responsible for managing 1:1 relationships with our B2C clients.You’ll work with our Premium segment, supporting clients who typically invest up to 100k. This role is ideal for someone who enjoys combining client relationship management with a commercial mindset: helping clients make informed decisions while driving activation, conversion, retention and AUM growth through excellent guidance and service.In the initial phase, you’ll be supported by a Manager to ensure a structured onboarding process, effective knowledge transfer and an optimal client experience.As part of the Premium Team, you will also help to make our service more scalable. This will involve participating in the creation of engaging content and webinars to educate a wider audience. While direct client interaction will be your focus, the involvement in these content and webinar initiatives will increase as you grow in seniority within the team.What you’ll doOwn and manage a dedicated book of Premium clientsYou will be part of the Premium Advisory Team, responsible for collaboratively managing and growing the assets of our premium clients. This involves actively engaging with both new and existing clients through email, phone, and video calls to nurture their portfolios and ensure a consistent, high-quality service experience.Understand clients’ needs and goals, providing guidance that helps them take confident actions on our Wealth platformDrive retention and AUM growth by proactively engaging existing clients, addressing objections/concerns and reinforcing long-term plansGuide clients through holistic financial planning across Moneyfarm’s productsExplain Moneyfarm’s investment approach and market updates in a clear, simple and compliant wayMaintain a high level of outbound activity (calls, emails, video), with consistent daily client touchpoints, while maintaining high qualityKeep crm tools (Salesforce) updated with high-quality notes and activity trackingAs you grow in seniority within the team, further responsibilities are:Idea generation abilitiesWork closely with other departments on additional projects to help improve overall client experienceInvolvement in content and webinar initiativesRequirementsMaster’s degree in Economics, Finance or similar1–2 years of experience in financial advice / wealth management (e.g., financial advisor, private banking, investment advisory, brokerage/network advisory)Strong communication skills and ability to build rapport remotely (phone/video/email), translating complex topics into clear, client-friendly languageCommercial mindset and comfort working with KPIs (activation/conversion, retention, AUM growth)Proficiency in EnglishOCF registration is a strong plus — if you’re not registered yet, we expect you to complete the process within the first few months after joiningLevel & Compensation:in line with our career ladder, we will apply CCNL Credito with a estimated base salary (RAL) for this role ranges from 33.000 to 42.000 gross per year plus bonus, commensurate with the candidate's experience and skills.BenefitsWhat we offerPermanent contract (full-time employee role) under CCNL CreditoHybrid working model, combining office and remote work (at least 2 times a week in the office)Health insurance and wellness planMeal vouchersFee-free investing on MoneyfarmIncentive schemeStructured onboarding, continuous training and clear career pathsRegular team events and a friendly, ambitious cultureJob SummaryID: 32B82FA748Department: Investment AdvisoryType: full time