Asset Performance Advisor
4 weeks ago
Job Description We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in recent years and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low ego.
This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and asset base and are looking to grow their team as a result. Recent hires include talent from top tier Institutional, as well as Private Client, firms. They are looking for a well-rounded candidate who can look after a significant number of clients immediately. They are looking for someone who can combine a commercial, yet consultative, approach to clients and who have a knowledge of sophisticated investment products along with having a deep understanding of the UK UHNWI market.
Be the Lead Adviser to a number of High Net Worth and Ultra High Net Worth Clients
Advise on all aspects of the Client’s Financial Life Plan and implications for wrappers and interaction with investment management
Contribute to firm’s approach to lifestyle financial planning
Be part of broader firm building initiatives
At least 5 years of experience in providing investment advice to sophisticated high net worth private clients
Demonstrated ability to build and maintain a substantial High Net Worth and Ultra High Net worth client base
Excellent technical knowledge of financial planning including trusts, pensions and intergenerational planning
Experience of financial planning software
Advanced Diploma (or be within one exam of it) or Chartered/Certified Financial Planner (Level 6/7)
Detailed technical understanding of cash flow based planning
Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
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Asset Performance Advisor
1 week ago
London, United Kingdom undisclosed Full timeWe are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in recent years and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low...
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Asset Performance Advisor
2 months ago
London, United Kingdom undisclosed Full timeWe are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in recent years and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low...
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Asset Performance Advisor
1 month ago
London, United Kingdom undisclosed Full timeWe are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in recent years and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low...
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Asset Performance Advisor
1 week ago
London, United Kingdom undisclosed Full timeWe are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in recent years and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low...
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Asset Performance Specialist
1 week ago
London, United Kingdom Insight Investment Full timeAssist client directors on a daily basis to respond to ad hoc client queries • Liaising with quantitative analysts in relation to modelling of liabilities and design of liability hedging and asset protection strategies • Strong understanding of defined benefit pensions • Experience within Investment Management and Investment Solution teams or...
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Asset Performance Specialist
1 week ago
London, United Kingdom Insight Investment Full timeAssist client directors on a daily basis to respond to ad hoc client queries • Liaising with quantitative analysts in relation to modelling of liabilities and design of liability hedging and asset protection strategies • Strong understanding of defined benefit pensions • Experience within Investment Management and Investment Solution teams or...
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Asset Performance Specialist
1 month ago
London, United Kingdom Insight Investment Full timeAssist client directors on a daily basis to respond to ad hoc client queries • Liaising with quantitative analysts in relation to modelling of liabilities and design of liability hedging and asset protection strategies • Strong understanding of defined benefit pensions • Experience within Investment Management and Investment Solution teams or...
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3 weeks ago
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Asset Performance Specialist
3 weeks ago
City of London, Greater London, United Kingdom Insight Investment Full timeAssist client directors on a daily basis to respond to ad hoc client queries • Liaising with quantitative analysts in relation to modelling of liabilities and design of liability hedging and asset protection strategies • Strong understanding of defined benefit pensions • Experience within Investment Management and Investment Solution teams or...
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London, United Kingdom Fintech - Global Full timeJob Description A global fintech are currently seeking a talented and experienced Connectivity SWE to join their team and play a crucial role in integrating new digital asset and traditional exchanges into their trading platform. Test and validate exchange integrations, including order execution, order book management, and trade settlement, to ensure...
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Asset Performance Engineer
1 month ago
London, United Kingdom Fintech - Global Full timeA global fintech are currently seeking a talented and experienced Connectivity SWE to join their team and play a crucial role in integrating new digital asset and traditional exchanges into their trading platform. Test and validate exchange integrations, including order execution, order book management, and trade settlement, to ensure reliability and...
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Asset Performance Engineer
1 month ago
London, United Kingdom Fintech - Global Full timeA global fintech are currently seeking a talented and experienced Connectivity SWE to join their team and play a crucial role in integrating new digital asset and traditional exchanges into their trading platform. Test and validate exchange integrations, including order execution, order book management, and trade settlement, to ensure reliability and...
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