b Overview /b p As an Investment Consultant at Moneyfarm, you guide premium clients through their investment journey, primarily via remote channels. You will conduct portfolio reviews and use cashflow modelling tools to help clients plan toward their financial goals. You’ll be a frontline ambassador for Moneyfarm, delivering a high-quality experience and nurturing client relationships. The role offers progression toward Qualified Wealth Manager and involvement in cross-functional projects to enhance the client experience. This is a chance to shape advisory outcomes in a fast-growing fintech with a client-centric mission. /p b Responsibilities /b ul li Manage and grow assets for clients as part of the Wealth Management Team /li li Engage with new and existing clients via email, phone, and video to nurture portfolios and ensure quality service /li li Act as Moneyfarm spokesperson, delivering an exceptional customer experience as first point of contact /li li Proactively engage clients to meet targets while maintaining high service quality /li li Keep CRM (Salesforce) up to date with all client interactions /li li Conduct portfolio reviews analyzing performance, asset mix, and risk-aligned diversification /li li Path toward progression to Qualified Wealth Manager (IAD level 4) for Private Clients /li li Collaborate with other departments on projects to improve client experience and participate in business/content projects /li /ul b Key requirements /b ul li University degree /li li At least 2 years of experience in financial services, client support, or wealth management/financial advice (preferred) /li li Strong commercial interest /li li Excellent verbal and written communication /li li Ability to build strong client relationships and maintain a customer-oriented attitude /li /ul ul li Strong communication /li li Relationship-building /li li Proactive approach /li li Customer-oriented mindset /li li Salesforce CRM /li li Cashflow modelling tools /li /ul
Investment Consultant employer: Moneyfarm
At Moneyfarm, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to make a meaningful impact. As a Software Engineer II - Backend, you will have the opportunity to work with cutting-edge technologies in a dynamic environment, while benefiting from continuous learning and growth opportunities. Our commitment to Agile methodologies ensures that your contributions are valued, and you will be part of a team that prioritises quality and customer satisfaction.
