Senior Client Advisor

vor 1 Woche


Berlin, Deutschland Moonfare GmbH Vollzeit

Private equity funds have long been one of the most attractive investment opportunities, outperforming public market benchmarks, like the S&P 500. But these funds have also been difficult or impossible to access, especially for individuals. Onerous paperwork, high investment minimums (~€10m) and difficulty picking a fund have all been hurdles that kept individuals out. Access has always been dominated by institutions or a select few. Enter Moonfare.

Moonfare is revolutionising access to private equity using a fully digital platform that provides qualified investors access to selectively vetted top-performing funds within 15 minutes and at minimums as low as €50,000. Moonfare provides investors with innovative reporting and the potential to trade their stakes in funds using our Secondary Market. We are introducing never before seen transparency and liquidity to private equity, and with our ongoing expansion across key markets in Europe and Asia, we are enabling investors around the world to reach further.

The Moonfare team brings together individuals with a wealth of different backgrounds, from leading investment and private banks and private equity fund managers to disruptive tech startups, leading newspapers and top law firms. Moonfarians strive to keep growing and want to challenge the status quo while working as a team to deliver innovative solutions and the Moonfare vision.

**Senior Client Advisor (M/F/d)**

**Berlin based. Visa & relocation support available.**

As a Senior Client Advisor, you'll be managing a large pool of more sophisticated investors and contributing to the business development in Germany.

**You will**:

- Support investors across the entirety of the investment lifecycle and make suggestions on how to improve & optimise sales processes at Moonfare
- Drive a proactive approach to investor portfolio management, including portfolio reviews
- Advance knowledge of all private assets and investing
- Build resilience and the ability to have complex conversations with sophisticated investors
- Become an enthusiastic and engaging member of the team, learning from others and increasing your skillset whilst encouraging others to do the same
- Lead cross-functional initiatives (e.g. events) to broaden your network and strategic understanding of the company

**The next Moonfarian**:

- Advance knowledge of all private assets and investing
- At least 4 years of relevant financial experience ideally within the PE or VC space
- Native equivalent German and fluent written and verbal communication skills in English
- Client focused mindset and is comfortable building relationships with a wide range of investors
- Has exceptional organisational skills and has the ability to run your calendar and function as an 'entrepreneur' within the broader team
- Has clear & concise sales communication skills and has the ability to convey complex topics in a precise manner
- Is comfortable handling rejections and persuading
- Has previously conducted in-depth portfolio reviews and understands the clients' needs and interests
- Has excellent book management skills and has a proven track record in converting new leads to investors
- Actively participates in networking, events, and conferences in the DACH region
- Is energetic and will bring additional drive and ambition to an already high performing team

**Invest in yourself**:

- **Ownership**: All team members are empowered to bring ideas, make decisions and have impact. Participate in our equity program and share in our success.
- **Transparency**: Everyone at Moonfare is regularly updated on strategic progress, KPI tracking, product updates and changes.
- **Growth**: Not only will you grow in your role, you also have access to an individual growth budget of €1,500 or 2% of base salary (whichever is higher).
- **Diversity**: Our Diversity Committee ensures we hold ourselves accountable and continuously improve our D&I initiatives.

We understand the important role that diversity plays in our success. Different backgrounds, experiences and ideas push us further and raise the bar. We're committed to developing an inclusive and safe culture where everyone — regardless of colour, race, religion, sex, origin, sexuality, disability, marital status, citizenship or gender identity — knows that they are an integral part of the team and can bring their full potential to their work.


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