Investment Consultant

Investment Consultant
Moneyfarm, Italy

1 Year
0 - 0
Job Type
Job Shift
Job Category
Requires Traveling
Career Level
As mentioned in job details
Total Vacancies
1 Job
Posted on
Aug 3, 2022
Last Date
Nov 3, 2022

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 invested 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 and Allianz.

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.


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 (Italian law 68/99) are more than welcome!

About the role:

We are looking for a candidate to be join our client facing department (Advisory team), who are responsible for all one to one interactions with our retail clients. The investment consultant, through remote contact channels (telephone, video call, chat, email), will contribute to build strong customer relationships and will aim to accompany customers throughout their investment journey in Moneyfarm. The consultant, who will be assigned qualitative and quantitative objectives, will be -in a first phase- supported by a more experienced Investment Consultant in order to optimise the customer experience and the efficiency of the results.

Main Responsibilities:

  • Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact
  • Build a strong knowledge of Moneyfarm’s products and platform
  • Be responsible for a book of clients, actively reaching out to new and existing clients to grow their assets under management through email, phone or via video call
  • Communicate to our clients the views of our expert portfolio managers on how we invest our client's wealth and financial markets as a whole.
  • Provide clear and concise guidance and simplified advice to help clients to reach their financial goals
  • Work closely with other departments on additional projects to help improve overall client experience
  • Keep the CRM database (Salesforce) up to date with all client contact


  • University Master Degree in economics or finance
  • You have 1-2 years of experience in a financial institution
  • Strongs interest in commercial activities
  • Excellent communication skills, both verbal and written
  • Ability to build strong relationships with customers, strong costumer orientation attitude
  • Proficiency in English
  • Enrollment recommended but not mandatory in the OCF (Organismo Di Vigilanza dell'albo unico dei consulenti finanziari)

Job Specification


Information Technology and Services - Milan, Italy