Wealth advisor
MoneyfarmMilan, Lombardy, Italy • London, England, United Kingdom
Posted September 10, 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 management company serving over 130,000 investors, with over €5 billion invested. They are seeking a Wealth Advisor to focus on the Premium Segment (customers with investment between €20k and €100k), providing guidance and building strong relationships with clients. The company emphasizes diversity, collaboration, and a customer-focused approach.
Requirements
- University Master Degree in economics or finance
- At least 1 year of experience as a Consultant in a financial institution
- Strong interest in commercial activities
- Excellent communication skills (verbal and written)
- Ability to build strong relationships with customers
- Good knowledge of spoken and written English
Benefits
- Health Insurance
- Wellness plan
- Fee free investments
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events