At a Glance
- Tasks: Lead a team of investment consultants to enhance client engagement and satisfaction.
- Company: Join a rapidly growing fintech revolutionising personal investing across Europe.
- Benefits: Enjoy health insurance, fee-free investments, and career development opportunities.
- Other info: Be part of a dynamic culture with regular social events and a supportive environment.
- Why this job: Make a real impact in the financial services industry while working with innovative technology.
- Qualifications: Experience in wealth management, team leadership, and a passion for finance.
The predicted salary is between 60000 - 80000 £ per year.
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.
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.
Our Core Values:
- 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.
What 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 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 investments 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.
Requirements:
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 retail investment space.
- 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!
Investment Consultant Manager - Premium team in London employer: Workable
At Moneyfarm, we pride ourselves on being an innovative fintech leader in the heart of London, where our commitment to employee empowerment and a collaborative culture fosters personal and professional growth. With a focus on flexible working arrangements, comprehensive health benefits, and a vibrant social atmosphere, we ensure that our team members thrive while making a meaningful impact on our clients' financial well-being. Join us to be part of a dynamic environment that values trust, creativity, and ambition, as we work together to redefine the investment landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Consultant Manager - Premium team in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Workable, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Workable.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Workable.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Workable, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Consultant Manager - Premium team in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Workable want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Workable.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Workable will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Workable. Numbers speak louder than words!
How to prepare for a job interview at Workable
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Workable want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withWorkable.
