Titan Wealth Holdings
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.
Senior Investment Manager
June 4, 2024
🇬🇧 United Kingdom – Remote
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis
🇬🇧 UK Skilled Worker Visa Sponsor
Titan Wealth Holdings
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.
📋 Description
• Manage clients’ investments to meet their investment objectives • Represent the company to clients, potential clients, and introducers • Maintain high standards of compliance • Develop client relationships • Encourage a culture of compliance • Manage support staff • Develop professional expertise • Familiarise with company policies • Ensure compliance with Anti-Money Laundering regulations • Familiarise with complaint handling procedures • Carry out any other duties as required • Maintain compliance with regulatory requirements
🎯 Requirements
• 5+ years’ Investment Management, or equivalent, experience within an Asset Management firm • In-depth understanding of equity, fixed income, and alternative assets • Passionate about markets with a keen interest in financial theory and multi-asset investing • Excellent interpersonal skills and the ability to work effectively within a team environment • Proactive and well-organised individual with strong investment idea generation skills • Able to demonstrate solid analytical and quantitative abilities • Strong communication and relationship management skills • Is business-oriented and focuses on the customer • CFA / CAIA qualification is advantageous
🏖️ Benefits
• Career growth opportunities • Competitive salary • Innovative and integrated solutions • Professional development training
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