Digital Client Activation

Location: London, United Kingdom
Rate: Competitive
Job Type: Permanent, Full time
 

Job description:

Our client is empowering high net worth entrepreneurs to take control of their wealth management with a brand new experience by allowing there clients to have full knowledge of their account details through investments, property, cash and collections. The client liaises closely with an FCA regulated aggregator, that allows their clients to see all there financial accounts in one area (app).

Investments – link investment accounts which enable clients to track performance

Cash – connecting bank accounts

Property – ability to add properties, purchase data and valuations

Collections – ability to create personal collections of art and cars

Key responsibilities:

  • Overseeing marketing strategy

  • Business development / Sales

  • Community building

  • Fintech/digital service knowledge

  • Relationship Management

  • Client Service

Required Skills & Qualifications:

  • The ideal candidate will have a background in sales/business development

  • Have a network of High Net Worth entrepreneurs

  • Experience in a Private Bank/Wealth Manager

    This hire will be expected to network with high net worth individuals, with the overall aim of increasing subscriptions and as a result client coverage.

To apply please email your CV to the following consultant:  

Adiam Mehary
adiam.mehary@trevosepartners.com
020 3763 3905

Junior Consultant

Location: London, United Kingdom
Rate: Competitive
Job Type: Permanent, Full time
 

Job description:

Our clients, an enterprise data management fintech who help financial organisations deliver reference, market and risk data to people in real time.

You will be advising customers about the business and technical uses of the companies’ product suite, and ensuring the success of deployment of the product at the customer’s site. Working with the core team of developers and partners around the world, to ensure high-quality implementations of various projects.

Key responsibilities:

Implementation of products at customer site

  • Installs, configures and delivers the products according to acceptance criteria.

  • Customizes product configurations to meet customer requirements.

  • Works in a project-based manner (according to project plans, deadlines, etc.).

    Customer advice

  • During the sales phase, advises the customer about the uses of the products.

  • Executes demos and workshops.

  • Executes pilot projects.

  • Establishes and maintains customer relations.

    Customer support

  • Answers questions asked by the customer.

  • Maintains the products at customer site.

  • Adds functionality.

    Knowledge transfer

  • Details activities in written reports to management.

Required Skills & Qualifications:

  •  Knowledge of UNIX and/or Linux, and Windows operating systems.

  • Familiar with Shell programming, AWK and Perl.

  • Experience with RDBMS environments, preferably Oracle and/or Sybase.

  • Knowledge of structured programming languages: C/C++, Java.

  • Data modeling experience.

  • Working knowledge of the Microsoft suite of products, including Windows O/S, SQL Server, and .Net.

  • At least 2 years experience working with SQL (queries and setting up SQL server environments) and related database concepts. Knowledge of NOSQL would also be an advantage such as Cassandra.

  • Good command of English (verbal and written).

  • Experience working in project environments.

  • Basic knowledge of investment and financial instruments, including different asset classes, data types, trading and operational processes.

  • Experience working with financial data sources, such as Bloomberg, Reuters, IDC, S&P.

  • Preferred: a number of years working experience within a bank or similar company in the financial industry.

To apply please email your CV to the following consultant:  

Abina Sandhu
abina.sandhu@trevosepartners.com
020 3763 3913