16 ott
|
Moneyfarm
|
Milano
Moneyfarm is seeking a Premium Wealth Advisor to manage 1:1 relationships with our B2C clients in Italy. You will support Premium clients who typically invest up to €100k, combining relationship management with a commercial focus to drive activation, conversion, retention, and AUM growth with excellent guidance.
Initially, you'll be supported by a manager for onboarding and knowledge transfer, while helping to scale the service through content and webinar initiatives as you grow within the team.
📌 Premium Wealth Advisor — Hybrid, AUM Growth (Milano)
🏢 Moneyfarm
📍 Milano