Manager, Customer Education – Production & Innovation
intercom Inc,.
Tableau
Portfolio Manager, Product Strategist
Plum
full-time
Posted on:
Location Type: Hybrid
Location: London • 🇬🇧 United Kingdom
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Determine new financial products to launch as Plum to maximise the return tax-efficiently for customers
- Combine information from customers' profiles and their personal needs and goals to derive their asset allocation based on personal circumstances
- Work with customer data to optimise asset allocation and product adoption
- Evolve giving personal guidance to customers at scale across multiple jurisdictions
- Work collaboratively with the product organisation to determine the roadmap for Wealth
- Enhance the understanding of Plum users on financial products and how to use them to better their financial journey
- Ensure that all financial advisory activities comply with relevant regulatory requirements
- Offer guidance on tax-efficient investment and financial planning strategies to minimise tax liabilities and preserve and grow customers’ wealth
Requirements
- 3+ years of experience in wealth management, investment manager or similar financial advisory or advisory operations roles
- An analytical mindset capable of conducting thorough financial analyses and identifying opportunities within client portfolios
- Have relevant licenses and abilities to give advice to end customers (not something you will be doing at Plum)
- Solid knowledge of regulatory requirements and a commitment to maintaining the highest standards of compliance
- Bachelor's degree in Finance, Economics, Business, or a related field (Master's degree, CFP, or CFA a plus)
- Strong knowledge of financial markets, investment products, and financial planning
- Experience with financial modelling tools is a plus
Benefits
- Own part of the company you're helping grow through stock options
- Private health insurance
- Annual training budget
- Plum Premium for free
- Competitive referral scheme
- Flexible approach to remote working: we encourage at least 2 days a week in one of our beautiful offices in London, Athens or Cyprus
- Team breakfasts and team lunches
- 25 days holiday + bank holidays
- 45 work-from-anywhere days to give you flexibility to work your way
- 2 weeks sabbatical after 4 years to take the break you deserve
- Enhanced parental leave
- 1 paid volunteering day annually
- Annual team trip to a surprise destination
- A fun, inclusive company culture (think 🦄🌈💯)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisasset allocationfinancial modellingtax-efficient investmentfinancial planninginvestment productsregulatory compliancewealth managementinvestment management
Soft skills
analytical mindsetcollaborative workcustomer guidancecommunication skills
Certifications
Bachelor's degreeMaster's degreeCFPCFA
