Overview Join to apply for the Investment Consultant - legge 68/99 role at Moneyfarm. We are a pan-European digital wealth manager with 130,000 active investors (growing fast) and over €5 billion invested on our platform. With 220 people across 4 offices in Italy and the UK, we are supported by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a vision to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. We are known as one of the most innovative fintechs headquartered in 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 ensure our customers see it, too. We stay 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 employees for who they are and offer flexible working. Our individual impact and output are what count most. About The Role We are looking for a candidate to join our client-facing Advisory team. The Investment Consultant will handle one-to-one interactions with retail clients via remote contact channels (telephone, video call, chat, email) to build strong customer relationships and accompany customers throughout their investment journey. In the first phase, the consultant will be supported by a more experienced Investment Consultant to optimize the customer experience and results. Main Responsibilities Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact Build a strong knowledge of Moneyfarm’s products and platform Manage a book of clients, actively reaching out to new and existing clients to grow assets under management via email, phone or video call Communicate the views of our expert portfolio managers on investment strategy and market context Provide clear and concise guidance and simplified advice to help clients reach their financial goals Collaborate with other departments on projects to improve overall client experience Keep the CRM database (Salesforce) up to date with all client contact Requirements University Master Degree in economics or finance At least 1-2 years of experience in a financial institution Strong interest in commercial activities Excellent communication skills, both verbal and written Ability to build strong relationships with customers and a customer-oriented attitude Proficiency in English Enrollment recommended but not mandatory in the OCF (Organismo Di Vigilanza dell'albo unico dei consulenti finanziari) Benefits Health Insurance, Wellness plan Fee-free investments on Moneyfarm platform Regular office social events Friendly culture Seniorities Entry level Employment type Full-time Job function Other Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Moneyfarm. Get notified about new Investment Advisor jobs in Milan, Lombardy, Italy. J-18808-Ljbffr