Moneyfarm is seeking an Investment Consultant to join the Wealth Management Team for the Premium Segment. You will guide and build relationships with premium clients through phone, video, chat, and email, guiding investment decisions and portfolio reviews. Paraplanning or client support background is helpful.
The role focuses on remote client engagement, cashflow planning, and collaborative work with other departments to enhance client experience.
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Remote Premium Wealth Investment Consultant in London 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.
