Moneyfarm
Investment Consultant Manager - Premium team
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Investment Consultant Manager - Premium team
Head of Premium Client Engagement
About Moneyfarm
We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 to help more people improve their financial well-being through simple and accessible personal investing via technology. Today, we are one of Europe’s most innovative fintechs, headquartered in the heart of London.
With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.
Our Vision
To combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.
Our Core Values
We’ve built our business on three foundational Principles:
-
Relationships are our first asset
- We're one team, built on trust, honesty, and transparency
- We value our relationships above all else
-
Trust drives success
- We give each other the space to grow
- We empower our employees to succeed and make a real impact
-
Our customers dream big, just like us
- We see the bigger picture and ensure our customers see it too
- We're always focused on the best outcomes for our clients and for each other
What This Means in Practice
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
At Moneyfarm, our success comes from the impact we each make:
- We move with purpose, urgency, and ambition, delivering outcomes that matter for our clients and business
- Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results
- We embrace AI as a catalyst for sharper thinking, smarter decisions, and greater impact
- Our diversity drives creativity and better decisions
- We value people for who they are and their unique strengths – this is why we offer flexible work arrangements
About the Role: Head of Premium Client Engagement
We are seeking an experienced leader to manage a team of Wealth Managers and Investment Consultants while driving engagement strategies for our ‘premium’ client tier. This role blends product marketing and investment advisory, focusing on new and innovative ways to engage with our large client base effectively.
Your responsibilities will include:
- Supporting your team in executing 1-2-1 and group training campaigns
- Ensuring the premium client base feels valued, has high satisfaction, and delivers strong net inflows
Key Responsibilities
- Manage a small team of individual Investment Consultants tasked with supporting the ‘premium’ segment
- Use data-driven insights to understand Premium client interactions, identify trends, and create opportunities
- Own all aspects of the premium client journey, from satisfaction to net inflows
- Define innovative strategies for engaging the large Premium client base
- Develop and execute 1-2-1 and group (1-2-many) activities with your team
- Lead and oversee key 1-2-many campaigns
- Collaborate with internal and external teams to secure resources and needed support to execute plans
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Requirements
Must Have:
- A strong work ethic and ability to thrive in a fast-paced environment
- Exceptional organisational skills and a proactive attitude
- Self-starter mindset capable of handling high-pressure situations
- Proven team management experience
- Experience driving commercial initiatives that impact business outcomes
- 3+ years in Wealth Management, Investments, or Savings industries (preferably client-facing or marketing roles)
- Deep knowledge of the retail investment space
- Passion for startups with a desire to build a career in Financial Services
Benefits
- Health Insurance & Wellness plan
- Fee-free investment options on the Moneyfarm platform
- Profit-sharing schemes & bonuses
- Career and training opportunities
- Frequent office social events
- Culture rich in collaboration, innovation, and inclusivity
Happy and friendly culture comes from empowered people! 🍀
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location