Teams at Moneyfarm

Owns the product backlog and roadmap for a strategic B2B2C programme with an Italian institutional partner. Leads discovery and delivery across engineering, operations, compliance, finance, and investment teams; translates business and regulatory requirements into specifications; manages dependencies, risks, metrics, and Agile ceremonies; and aligns internal and partner stakeholders. The role requires strong product management experience in regulated financial services, fluent Italian and English, and an AI-first, data-driven approach.

Provide remote investment guidance and relationship management for Premium clients investing £10,000–£100,000. Conduct client appointments via phone, video, chat, and email; explain investment products and portfolio manager views; support asset growth; deliver client communications; maintain Salesforce records; and collaborate cross-functionally to improve the customer experience.

Provide remote investment guidance and portfolio reviews to premium clients through phone, video, chat, and email. Build and maintain strong client relationships, support investment decisions, analyse portfolio performance, assess diversification and risk, achieve engagement targets, and maintain accurate Salesforce records. The role offers progression toward qualified wealth management and private-client advisory responsibilities, with opportunities to contribute to client-experience and business projects.