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Moneyfarm

Digital wealth management with advisory investing

Investment Consultant/Junior Institutional Sales

Sales & TradingConfirmed live in the last 24 hours
Full-timeMilan, Metropolitan City of Milan, Italy

About the Job

Requirements

  • A university master's degree in economics or finance is required.
  • Previous experience as an investment consultant or in institutional sales is required.
  • A strong interest in financial markets is required.
  • Fluency in Italian or C2-level proficiency is required.
  • Candidates must be based in Milan.

Responsibilities

  • Support and advise partners to help them reach net inflow targets on co-branded investment solutions.
  • Act as a point of contact for Moneyfarm and deliver a strong partner experience.
  • Build and strengthen partner relationships in a mutually beneficial way.
  • Understand partners' needs and requirements and offer valid, scalable solutions.
  • Support the team in acquiring new partners.

About the Company

Moneyfarm

Digital wealth management with advisory investing

Moneyfarm is a digital wealth management platform that combines smart technology with expert financial advice to help investors grow their wealth. It offers easy-access investing via the web with options for actively managed portfolios or self-directed asset selection. A notable feature is the Liquidity+ money market investment that aims to deliver about 5.3% gross annual yield on cash, though it carries the risk that investment value can fall. Revenue comes from transparent pricing and management fees tied to assets under management. Yields depend on the Bank of England deposit rate, so changes in rates affect returns. Overall, Moneyfarm helps clients manage and monitor their investments through technology-enabled portfolio reviews and advisory support.

Company size
201-500
Company stage
Late Stage VC
Total funding
$183M
Headquarters
London, United Kingdom
Founded
2011

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