Job Description
Who we are:
We’re a pan-European digital wealth manager with 80,000 active investors (growing fast!) and over 2.5 billion on our platform. With 170+ people across 3 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, Allianz and Mamp;G.
We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.
Mission
To provide investment solutions and advice to protect and grow client wealth through time.
Our Core Values:
We’ve built our business on three Principles:
- Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
- 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
What this means in practice:
At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.
Candidates who belong to 'Categoria protetta' (Legge 68/99) are more than welcome!
Who we're looking for
In order to expand commercial support in the context of our partnership with Poste italiane we are looking for a person based in Rome to join our commercial partnership team (B2B2C). The new joiner will be involved in managing the relationship with our main Partner and help the team in reaching the AUM target. In particular the candidate will support the head of the team and the Poste Italiane commercial team. In doing this he/she will be responsible to commercialise the Moneyfarm investment solution within the Poste network.
Main responsibilities:
- Define and implement all the commercial activities necessary to the partnership growth
- Support and advice the Partner in order reach the net inflow target on the co-branded investment solution
- Act as as a point of contact for Moneyfarm, delivering an exceptional partner experience
- Build and consolidate a strong relationship with the partner, in a win-win connection
- Understand partner’s needs and requirement offering valid and scalable solution
Requirements
- University Master Degree in economics or finance and extensive experience in asset management
- Proven experience in managing relationships with large network distribution
- Highly motivated, good team player with an entrepreneurial mindset and great communication skills, while being persuasive and persevering
- Experience in developing relationships across multiple client types, products and asset classes
- Client-oriented and self-organised
- Willing to take ownership of tasks assigned
- Based in Rome
