Investment Consultant Manager – Premium team NEW

Moneyfarm
Company Overview

We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 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.

Vision & Core Values

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.

• 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.

About the Role

We are looking for someone to manage a team of Wealth managers and investment consultants and be responsible for the ‘premium’ tier of our client base. This involves driving a variety of 12 many and 121 campaigns in order to maximise the impact on a large section of the client base. This role is a blend of product marketing and investment advisory – trying to find new and innovative ways to engage with large numbers of clients in an effective way. This is then supported by the small team of investment consultants who are being managed to be responsible for the individual interaction with these clients.

The objective is to ensure this cohort of the base feels looked after, has a high level of satisfaction and as a result strong inflows.

Key Responsibilities

• Manage small team of individual investment consultants who are focused on the ‘premium’ segment of the client base.
• Be data driven to understand what is occurring within the Premium client base, spotting trends and opportunities.
• Have responsibility for the entirety Premium client base – from client satisfaction to net inflows.
• Define new and innovative strategies for how to effectively engage a large section of the client base.
• Develop both 121 and 12 many activities for his team to execute on.
• Lead in the execution of the bigger and more important 12 many campaigns.
• Work closely with other departments, within and outside of the department, in order to get the resources and support necessary to execute on their plans.

Must Have

• A strong work ethic.
• High levels of organisational skills.
• A can do attitude and the ability to work in a fast paced environment.
• Experience managing teams.
• Experience driving commercial initiatives.
• Several years experience within Wealth Management industry or similar Investment or saving industries.
• Experience in client facing roles or marketing roles.
• Strong knowledge of the Moneyfarm proposition and the retail investment.
• A passion for startups and a strong interest in building a career in the Financial Services.

Benefits

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training opportunities
• Regular office social events
• Happy and friendly culture!