Moneyfarm is seeking a Wealth Manager (Level 4 IAD in FP&A with CISI/CII or equivalent) to join the Private Wealth Management Team focused on high-value clients. You will guide clients remotely, conduct portfolio reviews, and build plans using Cashcalc to support their investment goals.
You will nurture relationships via telephone, video calls, chat and email, driving client satisfaction and growth while collaborating with other departments on projects to enhance the client experience.
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Remote Private Wealth Manager 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.
