Wealth Advisor

We are a rapidly growing pan-European digital wealth manager seeking a Premium Wealth Advisor to join our Investment Advisory Team, responsible for managing 1:1 relationships with our B2C clients. The ideal candidate will have a Master's degree in Economics, Finance, or a similar field and 1-2 years of experience in financial advice/wealth management.

Requirements

• Own and manage a dedicated book of Premium clients
• Understand clients’ needs and goals, providing guidance that helps them take confident actions on our Wealth platform
• Drive retention and AUM growth by proactively engaging existing clients, addressing objections/concerns and reinforcing long-term plans
• Guide clients through holistic financial planning across Moneyfarm’s products
• Explain Moneyfarm’s investment approach and market updates in a clear, simple and compliant way
• Maintain a high level of outbound activity (calls, emails, video), with consistent daily client touchpoints, while maintaining high quality
• Keep crm tools (Salesforce) updated with high-quality notes and activity tracking

Benefits

• Permanent contract (full-time employee role) under CCNL Credito
• Hybrid working model, combining office and remote work
• Health insurance and wellness plan
• Meal vouchers
• Fee-free investing on Moneyfarm
• Incentive scheme
• Structured onboarding, continuous training and clear career paths
• Regular team events and a friendly, ambitious culture