Remote Private Wealth Manager

Moneyfarm is seeking a Wealth Manager (Level 4 IAD in FP&A with CISI/CII or equivalent) to join the Private Wealth Management Team focused on high-value clients. You will guide clients remotely, conduct portfolio reviews, and build plans using Cashcalc to support their investment goals.

You will nurture relationships via telephone, video calls, chat and email, driving client satisfaction and growth while collaborating with other departments on projects to enhance the client experience.