Teams at Moneyfarm

The Wealth Advisor will manage client interactions via remote channels, building relationships, providing advice, and growing client assets under management.

Manage the product roadmap for B2B2C partnerships, coordinating cross-functional teams, engaging senior stakeholders, ensuring delivery, and applying AI tools for efficiency.

As a Wealth Manager, you will guide premium clients through their investment journey, conduct portfolio reviews, and maintain client relationships through remote communication while ensuring a high-quality customer experience.