Qualified Wealth Manager

1w1 week ago

Moneyfarm

London, GB · Full-time · £60,000 – £85,000

About this role

We’re a pan-European digital wealth manager with 130,000 active investors and over €5 billion invested on our platform. Join the Advisory Team focused on Premium & Private Segment clients with £100k+ investments. Provide guidance remotely via telephone, video call, chat, and email to navigate their financial decisions.

Accompany clients throughout their investment journey, conducting portfolio reviews and using cashflow modelling tools like Cashcalc to build plans. Analyze performance, asset breakdown, and diversification based on selected risk levels. Ensure consistent, high-quality service for new and existing clients.

Built on core values of trust, honesty, transparency, and empowering employees to succeed. Diversity is the foundation of our competitive advantage, valuing backgrounds, experiences, and individual differences. Offer flexible working to accommodate different needs and commitments, focusing on individual impact.

As you grow in seniority, work closely with other departments on projects to improve client experience. Get involved in content and business initiatives within Moneyfarm. Mission to provide investment solutions and advice to protect and grow client wealth through time.

Requirements

University degree
Level 4 IAD qualification with CISI, CII or equivalent
Experience providing investment advice to high-net-worth clients
Proficiency in portfolio analysis and risk assessment
Familiarity with cashflow modelling tools like Cashcalc
Ability to maintain client records in Salesforce CRM
Skills in remote client engagement via phone, video, email, and chat

Responsibilities

Collaboratively manage and grow assets of Premium & Private clients through engagement via email, phone, and video calls
Act as spokesperson for Moneyfarm, delivering exceptional customer experience as first point of contact
Proactively engage with client base to achieve agreed targets while maintaining high quality
Keep CRM database (Salesforce) up to date with all client contact
Use cashflow modelling tool Cashcalc to prepare cashflows for clients
Conduct portfolio reviews, analysing performance, asset breakdown, and diversification given risk level
Work closely with other departments on projects to improve client experience
Involvement in content and other business projects within Moneyfarm