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Wealth Advisor @ Moneyfarm

Milan, Lombardy, ITOnsiteFull Time
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About this role

Wealth Advisor at Moneyfarm. Location: Milan, Lombardy, Italy. Role: Manage book, Nurture relationships, Drive growth Requirements: Master’s degree in Economics or Finance; 1–2 years in financial advice/wealth management; strong communication; KPI-driven; English proficiency; OCF registration a plus Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Moneyfarm platform Certifications: ocf registration Commitment: Full Time Workplace: Hybrid Languages: English

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