Moneyfarm
Financial Services
WealthManager
“Wealth Manager at Moneyfarm. Skills: Client relationship management, Investment advice, Portfolio review. Manage and grow client assets. Engage with new clients”
What You'll Achieve.
Achieve agreed-upon targets
Industry & Context.
What They're Looking For.
Must Have
Level 4 qualification IAD with CISI, 2 years of experience in financial services, University degree
What You'll Do.
Manage and grow client assets
Engage with new clients
Engage with existing clients
Nurture client portfolios
Deliver high-quality service
Act as spokesperson for Moneyfarm
Deliver exceptional customer experience
Engage with client base proactively
Achieve agreed-upon targets
Maintain high quality
Keep CRM database up to date
Prepare cashflows for clients
Conduct portfolio reviews
Analyse portfolio performance
Analyse asset breakdown
Analyse diversification
How You'll Work.
Team & Collaboration
Premium & Private Wealth Management Team
Communication Scope
Verbal communication; Written communication
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