Wealth Manager

As a Wealth Manager you will guide premium private clients through their investment journey via remote channels, performing portfolio reviews and cashflow-based planning. You’ll collaborate with the Private Wealth Management Team to grow assets while delivering high-quality service and maintaining accurate client data. You’ll engage proactively to hit targets, participate in cross-team projects, and contribute to an ambitious, client-centric culture.

• Collaborate with the Private Wealth Management Team to manage and grow client assets through email, phone, and video interactions
• Act as Moneyfarm’s primary spokesperson delivering exceptional client service
• Proactively engage clients to achieve targets while maintaining high service quality
• Maintain up-to-date client records in Salesforce CRM
• Utilize Cashcalc to prepare client cash flows and accompany financial planning
• Conduct portfolio reviews with attention to performance, asset allocation, and diversification according to risk level
• As you progress, contribute to other departments’ projects to improve the client experience and participate in content/business initiatives

• University degree
• Level 4 qualification (IAD in FP&A with CISI, CII, or equivalent)
• At least 2 years in financial services (adviser or paraplanner)
• Strong interest in commercial activities
• Excellent verbal and written communication skills
• Ability to build strong client relationships and demonstrate a customer-oriented mindset

• excellent communication
• relationship-building
• proactive client engagement
• Salesforce
• Cashcalc
• cash-flow modelling