At a Glance
- Tasks: Lead a team of Wealth Managers to enhance client satisfaction and drive investment growth.
- Company: Join a fast-growing fintech revolutionising personal investing in London.
- Benefits: Health insurance, wellness plans, fee-free investments, and career development opportunities.
- Other info: Enjoy a happy culture with regular social events and training opportunities.
- Why this job: Make a real impact in the financial services industry while working with a passionate team.
- Qualifications: Experience in wealth management, team leadership, and a strong work ethic.
The predicted salary is between 60000 - 80000 € per year.
Company Overview
We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 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.
Vision & Core Values
Our 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. 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 dream.
About the Role
We are looking for someone to manage a team of Wealth managers and investment consultants and be responsible for the ‘premium’ tier of our client base. This involves driving a variety of 12 many and 121 campaigns in order to maximise the impact on a large section of the client base. This role is a blend of product marketing and investment advisory – trying to find new and innovative ways to engage with large numbers of clients in an effective way. This is then supported by the small team of investment consultants who are being managed to be responsible for the individual interaction with these clients. The objective is to ensure this cohort of the base feels looked after, has a high level of satisfaction and as a result strong inflows.
Key Responsibilities
- Manage small team of individual investment consultants who are focused on the ‘premium’ segment of the client base.
- Be data driven to understand what is occurring within the Premium client base, spotting trends and opportunities.
- Have responsibility for the entirety Premium client base – from client satisfaction to net inflows.
- Define new and innovative strategies for how to effectively engage a large section of the client base.
- Develop both 121 and 12‑many activities for his team to execute on.
- Lead in the execution of the bigger and more important 12‑many campaigns.
- Work closely with other departments, within and outside of the department, in order to get the resources and support necessary to execute on their plans.
Must Have
- A strong work ethic.
- High levels of organisational skills.
- A can‑do attitude and the ability to work in a fast paced environment.
- Experience managing teams.
- Experience driving commercial initiatives.
- Several years experience within Wealth Management industry or similar Investment or saving industries.
- Experience in client facing roles or marketing roles.
- Strong knowledge of the Moneyfarm proposition and the retail investment.
- A passion for startups and a strong interest in building a career in the Financial Services.
Benefits
- Health Insurance, Wellness plan
- Fee free investments on Moneyfarm platform
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events
- Happy and friendly culture!
Premium Team Manager - UK Advisory employer: Moneyfarm
As a rapidly growing digital wealth manager based in the heart of London, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to make a meaningful impact. With a strong focus on career development, comprehensive health benefits, and a vibrant social environment, we ensure that our team members feel valued and supported as they drive client satisfaction and success in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Premium Team Manager - UK Advisory
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you’ll feel when it’s time to shine in front of the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and take the initiative to engage directly with us.
We think you need these skills to ace Premium Team Manager - UK Advisory
Some tips for your application 🫡
Show Your Passion:When writing your application, let your passion for the financial services industry shine through. We want to see that you’re genuinely excited about helping clients improve their financial well-being and that you share our vision of making investing accessible.
Tailor Your Experience:Make sure to highlight your relevant experience in wealth management or similar fields. We’re looking for someone who can manage a team effectively, so don’t forget to mention any leadership roles you've had and how they relate to this position.
Be Data-Driven:Since this role involves understanding trends within the premium client base, it’s important to showcase your analytical skills. Include examples of how you’ve used data to drive decisions or improve client satisfaction in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Moneyfarm
✨Know Your Stuff
Make sure you have a solid understanding of the wealth management industry and the specific services offered by the company. Brush up on their products, especially the Moneyfarm proposition, so you can speak confidently about how you can contribute to their goals.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to discuss your previous leadership experiences. Share specific examples of how you've successfully managed teams, driven commercial initiatives, and fostered a positive work environment.
✨Be Data-Driven
Highlight your ability to analyse data and spot trends. Prepare to discuss how you've used data in past roles to make informed decisions or improve client satisfaction. This will show that you can effectively manage the premium client base.
✨Engagement Strategies
Think about innovative ways to engage clients and drive satisfaction. Be ready to share your ideas during the interview, as this will demonstrate your proactive approach and alignment with the company's vision of providing best-in-class investment solutions.
