Yomoni is a management company with technology behind. Since 2015, they have been democratizing savings management by making it simple and affordable. They want to offer sophisticated investment techniques to as many people as possible, thanks to an easy-to-use interface. Incidentally, they hired forty people, raised more than 8 million Euros, and convinced several thousand French to leave them the keys to their savings.
Thanks to Yomoni, people who are not experts in finance place their money as experts, without putting their noses outside and without leaving an arm: everything is done online and the costs are much lower than those of a regular bank. . In concrete terms, Yomoni designs for each of its clients a diversified and low-cost portfolio, with the aim of helping them to save efficiently over the long term, as do the best investors.
They combine technology and management to deliver the best returns to their customers while minimizing their costs. So they do things like asset allocation, portfolio rebalancing, dividend reinvestment, and other financial services that most people find too complicated or too expensive to implement on their own.
Although they are often called robo-advisor by journalists, they feel closer to financial advisors than household robots. They do not use any robot, not even spare. It is therefore real humans who drop the phone when it rings in their Paris office.
You play a key role at the heart of operations and customer relations by intervening throughout the entire chain of customer records management:
You interact directly with customers by email or phone to collect additional information or parts as needed.
Through your actions, you take care to guarantee the smooth running of the operations and the respect of the defined quality and performance objectives:
Thanks to your privileged position at the heart of the customer experience, you also contribute to the recovery of the points of blocking and user feedback to allow a continuous improvement of our customer service.
Yomoni makes high quality wealth management simple, transparent and accessible to every retail investor in France at a fraction of its usual cost.
We are a wealth management company offering retail investors a "key-in-hand" solution to manage their long term savings. Anyone can open an account in 15 minutes with 1000€.