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Premium Wealth Advisor - Hybrid Role for Client Growth
Remote / Online - Candidates ideally in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-08-02
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for:
Dormont Manufacturing Co
Full Time, Remote/Work from Home
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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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