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Wealth Advisor - Client
Remote / Online - Candidates ideally in
London, Greater London, W1B, England, UK
Listed on 2026-07-17
London, Greater London, W1B, England, UK
Listing for:
Dormont Manufacturing Co
Full Time, Remote/Work from Home
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Moneyfarm is seeking a Premium Wealth Advisor to join our Investment Advisory Team, managing 1:1 relationships with B2C clients. You’ll support Premium clients who typically invest up to €100k, combining relationship management with a commercial mindset to drive activation, conversion, retention and AUM growth.
In the initial phase, a Manager will ensure structured onboarding and effective knowledge transfer.
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