Wealth Manager

12h12 hours ago

Moneyfarm

London, GB · Full-time · £60,000 – £90,000

About this role

Moneyfarm is a rapidly growing pan-European digital wealth manager serving over 167,000 active investors with £5.5 billion in assets. We combine passion, expertise, and technology to provide best-in-class investment solutions that protect and grow client wealth.

In this role, you'll join our dedicated Wealth Management Team focused on the Premium & Private Segment (clients with £100k+ investments). You will guide premium clients through their investment journey using remote channels like telephone, video call, chat, and email.

Your day-to-day involves conducting portfolio reviews, using Cashcalc cashflow modelling tools, and building financial plans. You'll keep the CRM (Salesforce) updated and engage proactively to achieve agreed targets while maintaining high service quality.

Our team of 220+ people operates across four offices in Italy and the UK, backed by major partners including Allianz and Poste Italiane. We empower employees to take ownership and embrace AI as a catalyst for sharper thinking and smarter decisions.

At Moneyfarm, you'll have the opportunity to make a real impact by helping clients dream big and navigate their financial goals. We offer flexible ways of working and value diverse perspectives as our competitive edge.

Requirements

Level 4 IAD qualification or equivalent.
Experience managing relationships with premium or high-net-worth clients.
Proficiency with cashflow modelling tools (e.g., Cashcalc).
Experience using CRM systems (e.g., Salesforce).
Strong analytical skills for portfolio review and performance analysis.
Ability to work effectively through remote channels (telephone, video, chat, email).
Client-centric mindset with a focus on delivering consistent, high-quality service.

Responsibilities

Manage and grow assets for premium and private clients through email, phone, and video calls.
Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact.
Proactively engage with the client base to achieve agreed-upon targets while maintaining high quality.
Keep the CRM database (Salesforce) updated with all client contact.
Use cashflow modelling tool Cashcalc to prepare cashflows for clients.
Conduct portfolio reviews, analyzing performance and asset diversification given the selected risk level.
Collaborate within the Premium & Private Wealth Management Team to ensure consistent, high-quality service.