Wealth Advisor

About the Position

Wealth Advisor

Milan, Metropolitan City of Milan, Italy

We are a rapidly growing pan-European digital wealth manager, serving over 170,000 active investors with over £7.5 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.

With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.

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Responsibilities

As a Premium Wealth Advisor, you will:

• Own and manage a dedicated book of Premium clients
• Engage with clients through email, phone, and video calls to nurture their portfolios
• Understand clients’ needs and goals, providing guidance on our Wealth platform
• Drive retention and AUM growth by proactively engaging existing clients
• 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
• Keep CRM tools (Salesforce) updated with high-quality notes and activity tracking

As you grow in seniority within the team, further responsibilities include:

• Idea generation abilities
• Work closely with other departments on additional projects to help improve overall client experience
• Involvement in content and webinar initiatives

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Requirements

• Experience: 3-5 years in Wealth Management or related field
• Skills:
  • Wealth Management
  • Client Relationship Management
  • Financial Planning

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We Offer

• Compensation: Base salary ranges from €33,000 to €42,000 gross per year plus bonus, commensurate with the candidate's experience and skills.
• Benefits:
  • Flexible ways of working
  • Professional development opportunities
  • Collaborative and innovative work environment

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About the Company

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.
• 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.