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Premium Wealth Advisor at Moneyfarm

Compensation

€33,000 – €39,000/yr

Setup
Hybrid
Type
Full-time
Posted

Description

Moneyfarm, a rapidly expanding pan-European digital wealth manager, is seeking a Premium Wealth Advisor to join their Investment Advisory Team. The successful candidate will manage 1:1 relationships with B2C clients, focusing on the Premium segment who typically invest up to €100k. Responsibilities include guiding clients through financial planning, explaining investment approaches, and driving retention and AUM growth. The role emphasizes client relationship management combined with a commercial mindset, requiring strong communication skills and proficiency in English.

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