Investment Consultant
MoneyfarmMilan, Lombardy, Italy • London, England, United Kingdom
Posted April 29, 2025
Full Time
About the Company
Moneyfarm is an award-winning pan-European digital wealth manager with over £5 billion in assets under management for more than 160,000 clients. At Moneyfarm, we’re guided by a simple mission: to help you achieve your financial goals with ease, efficiency and maximum transparency. We do this by offering investment solutions that are designed to meet a wide range of needs and goals, backed by our smart technology and the expertise of our dedicated consultants. Moneyfarm was launched in 2012 by Giovanni Daprà and Paolo Galvani with Dame Jayne-Anne Gadhia joining as its Chair in 2023. We are regulated by the FCA and backed by Allianz Asset Management, M&G plc, Cabot Square Capital, Poste Italiane S.p.A and United Ventures.
Job Description
Moneyfarm is a digital wealth manager with 130,000 active investors and over €5 billion invested on its platform. They are seeking a client-facing Investment Consultant to build customer relationships and guide clients through their investment journey. The company emphasizes diversity, flexibility, and a focus on individual impact.
Requirements
- University Master Degree in economics or finance
- 1-2 years of experience in a financial institution
- Excellent communication skills
- Proficiency in English
- Strong customer orientation
- Ability to build strong relationships with customers
Benefits
- Health Insurance
- Wellness plan
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events