Junior Investment consultant - Institutional (fixed term contract)

Who we are:

We’re a pan-European digital wealth manager with 130.000 active investors (growing fast!) and over £4 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures 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.

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.

About the Role

In order to expand commercial support in the context of our B2B2C partnerships with Financial Distributors we are looking for a person to join our commercial partnership team. The new joiner will be involved in the relationship with our main Partners and help the team in reaching the AUM target. In particular the candidate will support the head of the team.

Main responsibilities:

• Support and advice the Partners in order to reach the net inflow target on the co-branded investment solutions
• Act as as a point of contact for Moneyfarm, delivering an exceptional partner experience
• Build and consolidate a strong relationship with the partners, in a win-win connection
• Understand partners’ needs and requirement offering valid and scalable solutions
• Support the team in acquiring new partners

Requirements

• University Master Degree in economics or finance
• Previous experience as investment consultant or institutional sales
• Highly motivated, good team player with an entrepreneurial mindset and great communication skills, while being persuasive and persevering
• Strong interest in financial markets is necessary
• Client-oriented and self-organised
• Willing to take ownership of tasks assigned
• Fluent in Italian or level C2 is a must
• Based in Milan

We offer an initial 6-months fixed term contract with the possibility of permanent employment.