Titan Wealth Holdings is a UK-based company specializing in discretionary fund management, wealth management, and asset management services. The company provides high-quality execution and administration for investment managers and independent financial advisors (IFAs). As an active acquirer of asset management firms, Titan Wealth aims to enhance the wealth and asset management sector through strategic acquisitions and organic growth. The company's mission is to offer innovative, integrated solutions that streamline and improve the efficiency of the wealth management cycle.
June 13, 2024
🇬🇧 United Kingdom – Remote
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis
🇬🇧 UK Skilled Worker Visa Sponsor
Titan Wealth Holdings is a UK-based company specializing in discretionary fund management, wealth management, and asset management services. The company provides high-quality execution and administration for investment managers and independent financial advisors (IFAs). As an active acquirer of asset management firms, Titan Wealth aims to enhance the wealth and asset management sector through strategic acquisitions and organic growth. The company's mission is to offer innovative, integrated solutions that streamline and improve the efficiency of the wealth management cycle.
• Managing clients' investments to meet investment objectives • Representing the company to clients, potential clients, and introducers • Maintaining compliance with company's obligations and regulator • Encouraging a culture of compliance • Leading support staff and developing professional expertise • Ensuring familiarity with company policies and regulations
• 5+ years’ Investment Management experience within an Asset Management firm • In-depth understanding of equity, fixed income, and alternative assets • Passionate about markets with keen interest in financial theory and multi-asset investing • Able to demonstrate solid analytical and quantitative abilities • Is business-oriented and focuses on the customer
• Excellent interpersonal skills • Strong communication and relationship management skills • Proactive and well-organised individual • Proactive and well-organised individual with strong investment idea generation skills • CFA / CAIA qualification is advantageous
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