Moneyfarm

Moneyfarm è una società internazionale di gestione indipendente del risparmio con approccio digitale, specializzata in investimenti di medio-lungo termine. Attualmente siamo presenti in Italia, UK e Germania.Vogliamo offrire ai nostri clienti le migliori soluzioni d’investimento e la guida necessaria ad accrescere i propri risparmi nel tempo.Al tocco umano e personale del consulente dedicato uniamo la competenza finanziaria e l’innovazione tecnologica per garantire un percorso d’investimento di alto livello.
CHI CERCHIAMO
L’investment consultant è responsabile della costruzione di forti relazioni con la clientela. Ha inoltre l’obiettivo di discutere delle finanze dei clienti e di consigliare il portafoglio di investimento Moneyfarm più in linea con i loro obiettivi.
Userà la conoscenza dei nostri prodotti per discutere dei benefici dell’investimento attraverso Moneyfarm. Svilupperà skills commerciali e finanziarie al fine di offrire un servizio di consulenza appropriato. Sarà indipendente nelle attività giornaliere e proattivo nei progetti nei quali è coinvolto. 
Principali obiettivi e mansioni
La risorsa si occuperà di:
-Contattare proattivamente e interagire con i clienti Moneyfarm a lui affidati che non hanno ancora iniziato il processo di investimento, guidandoli sin dalla fase di onboarding-Supportare i clienti nell’individuazione della soluzione di investimento più adatta alle loro esigenze-Sviluppare competenze tecniche in relazione a prodotti Moneyfarm e prodotti concorrenti (fondi di investimento, polizze assicurative, conti di risparmio, ecc.)-Costruire un rapporto di lungo termine con i clienti e sarà responsabile dei risultati sia qualitativi che quantitativi sui clienti stessi
Requisiti 
-Iscrizione all’albo dei consulenti finanziari (o superamento prova abilitativa)-Interesse per i mercati finanziari e per l’industria del risparmio gestito-Forti skills comunicative, grande energia, abilità nella costruzione di rapporti con la clientela-Capacità di organizzazione del lavoro in autonomia-Fortemente orientato ai risultati

Moneyfarm è una società internazionale di gestione indipendente del risparmio con approccio digitale, specializzata in investimenti di medio-lungo termine. Attualmente siamo presenti in Italia, UK e Germania. Vogliamo offrire ai nostri clienti le migliori soluzioni d’investimento e la guida necessaria ad accrescere i propri risparmi nel tempo.Al tocco umano e personale del consulente dedicato uniamo la competenza finanziaria e l’innovazione tecnologica per garantire un percorso d’investimento di alto livello.
Chi cerchiamoRicerchiamo una risorsa da inserire a tempo determinato all’interno del nostro Advisory Team. La risorsa sarà coinvolta in specifici progetti volti a migliorare l’esperienza dei nostri clienti attivi, specialmente quelli sotto il servizio di consulenza in materia di investimenti, supportando gli altri Investment Consultants e i clienti stessi nel passaggio al servizio Moneyfarm integrato.La risorsa, che avrà obiettivi qualitativi e quantitativi sui progetti in cui sarà coinvolto, sarà affiancata per tutto il periodo da un Investment Consultant al fine di ottimizzare l’esperienza del cliente e l’efficienza dei risultati.
Principali obiettivi e mansioniLa risorsa:-Sarà inserita su un progetto specifico, che coinvolgerà una parte dei clienti- investitori Moneyfarm-Favorirà il passaggio al servizio integrato, collaborando attivamente con gli altri Investment Consultants e supportando i clienti durante tutte le fasi del processo (pre-post vendita) -Supporterà i clienti nell’individuazione della soluzione di investimento più adatta alle loro esigenze-Svilupperà competenze tecniche in relazione a prodotti Moneyfarm e prodotti concorrenti (fondi di investimento, polizze assicurative, conti di risparmio, ecc.)
Requisiti-Laurea -Interesse per i mercati finanziari e per l’industria del risparmio gestito-Forti skills comunicative, grande energia, abilità nella costruzione di rapporti con la clientela-Capacità di problem solving e proattività -Velocità e flessibilità-Capacità di lavorare sotto pressione rispettando le deadlines-Esperienza di consulenza / vendita da remoto è un plus
Moneyfarm offre-un contratto a tempo determinato di 6 mesi, con la possibilità di essere inseriti a tempo indeterminato all’interno della Società-Laptop

To bolster the effort and growth of our Advisory Team, we are looking for an Advisor reporting directly to the Advisory Team Leader. Alongside other team members, you will be responsible for customer relationship management providing them with information and reassurance across three key areas:- Digital wealth management generally - talking clients through the concept and its position in the investment management landscape- Our products - providing clients and prospective clients with information on our products and how Moneyfarm differs from peers- Investments - explaining how our asset allocation and investment teams invest our clients savings and providing updates on our investment views.
In order to achieve these goals you would be interacting remotely with clients mainly by phone and using our state of the art engagement platform which has integrated all kinds of digital tools like chat, email and push notification.
RESPONSIBILITIES
- Managing customer relationships, including proactively reaching out to potential and existing clients to build relationships and help satisfy their investment needs. - Offering top level customer support in the identification of the investment portfolio in line with the customer's requirements and Moneyfarm investment management strategy- In-depth analysis of the investments that customers have already in place- Supporting customers in the use of the Moneyfarm platform through the phone and all other direct channels (chat, emails, …)- Actively contributing to the achievement of economic objectives such as portfolio growth and Moneyfarm products and services cross-selling
REQUIREMENTS
Must have
- Proven sales attitude through the phone and track record of great commercial results- Drive and persistence to achieve targets- Ability to work under pressure towards tight deadlines- Excellent interpersonal skills, able to build and maintain positive business relationship with clients.  Desire to help people.- Reliable and efficient - Fluent in English (written and spoken)
Good to have
- ~2 years commercial experience in the retail banking or Insurance industry, including client facing sales- Knowledge of the main asset management products (mutual funds, ETFs, bonds, Unit and Index Linked insurance products, pension products, insurance policies)- Working towards, or achieved, a level 4 regulated qualification in Investment Management (CISI or equivalent)

Moneyfarm is a fast growing digital wealth manager that helps people protect and increase their wealth. We are currently looking for an experienced Product Owner to join us in our London or Milan-based teams to help drive growth by building a better product for our customers.
Our culture
We know that when you work as part of a team, things get done faster and better, which is why we put an emphasis on personality and fit with the people we hire. We like to have fun, but ultimately we are about getting things done, and done well. We don’t have complicated structures, you will own part of the product and work with other members of the team to ensure you have what you need.We don’t know all the answers, which is why we love testing. We love getting out and speaking to customers, or getting them into the office to try new features.
What we’re looking for
You should have a proven track record of working with product design and development teams to address customer needs, identifying the areas with the most potential and building experiments and features which lead to increased growth of the Moneyfarm products. We want to push our products further, and you will be given the freedom and autonomy to create something you own and believe in.
What you’ll be doing
You’ll be responsible for managing a part of the Moneyfarm product with a dedicated team of developers and designers.Your focus will be on the customer experience, and how you can help Moneyfarm grow - both from new customers and existing ones.Day to day, you will work very closely with your tech lead, managing the sprint and ensuring you are prepared for the relevant scrum ceremonies.You will also have to manage and interact with stakeholders - both internal and external - to plan and manage your roadmap and to fully understand what needs to be done, including writing user stories.We don’t do long term roadmaps, so adaptability is key.
Must have
- At least 1 year experience in a relevant product role- Evidence where you have helped a B2C company or project grow- Excellent analytical and problem solving skills- Agile/scrum experience, including all ceremonies (Standups, planning, grooming, retrospectives etc)- Experience planning and adjusting roadmaps, writing user stories and prioritising tasks- Solid project management skills
Nice to have
- Experience in Financial Services or another fintech- Experience with trading systems and/or investment platforms- Experience with systems that adhere to strict regulatory requirements (KYC, AML, etc.)- Knowledge of retail savings, investment and/or insurance products in the UK and/or Italy- A technical background, you’ll be working very closely with developers so understanding the requirements they have would be beneficial- Experience using data to make decisions and use of A/B testing and analytics apps such as Split, Mixpanel, Hotjar, etc.

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