Wealth Advisor
Moneyfarm · Milan, Metropolitan City of Milan
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- Company
- Moneyfarm
- Location
- Milan, Metropolitan City of Milan
- Employment type
- Full-time
- Posted
- April 2, 2026
About this job
About the role We’re looking for a Premium Wealth Advisor to join our Investment Advisory Team, responsible for managing 1:1 relationships with our B2C clients. You’ll work with our Premium segment, supporting clients who typically invest up to €100k. This role is ideal for someone who enjoys combining client relationship management with a commercial mindset: helping clients make informed decisions while driving activation, conversion, retention and AUM growth through excellent guidance and service. In the initial phase, you’ll be supported by a Manager to ensure a structured onboarding process, effective knowledge transfer and an optimal client experience. As part of the Premium Team, you will also help to make our service more scalable.…
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