Investment Consultant - legge 68/99
MoneyfarmMilan, Lombardy, Italy
Posted January 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 fintech company focusing on helping clients improve their financial well-being. They are seeking an Investment Consultant to build customer relationships and support clients throughout their investment journey, focusing on a digital wealth manager within a fast-growing company. The company emphasizes diversity, trust, and transparency in its workforce and customer relationships.
Requirements
- University Master Degree in economics or finance
- At least 1-2 years of experience in a financial institution
- Excellent communication skills, both verbal and written
- Proficiency in English
- Student enrollment preferred, but not mandatory
Benefits
- Health Insurance
- Wellness plan
- Fee-free investments
- Regular office social events
- Happy and friendly culture