Wealth Management Associate

Vor 3 Tagen


Munich, 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.

**Wealth Management Associate (M/F/d)**

(This position is based in Berlin. Visa and relocation assistance available)

**You will**:

- Understand the basics of PE and investing & develop a deep understanding of PE world
- Support the existing Investor Solutions team with prospecting, introduction calls and deal creation
- Start to build a portfolio of your own investors who you take through the entire investment process
- Become an expert in answering investor questions and managing your portfolio of investors
- Act as an owner of the Moonfare business, building our commercial brand
- Proactive engagement with other members of the team within the German region to understand the strategic perspective & contribute to regional growth
- Focus on personal development & acquiring skills needed to progress further in your career
- Want to develop sales communication skills further
- Drive initiatives that generate value for our customers and the profitability of Moonfare

**The next Moonfarian has**:

- Energy, ambition and drive
- Some relevant experience is preferred (1-2 years), but the desire to learn and develop is the most important
- Sales communication (written and verbal)
- Interest in investments generally, and private equity specifically
- Client-focused mindset, comfortable building relationships with a range of individual, successful investors - and use tools at disposal to manage them
- Organisational skills, ability to run own calendar and function as an 'entrepreneur' within the broader team and business
- Business fluent written and verbal German and English (French advantageous)
- Comfortable handling rejections and persuading

**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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