Portfolio Manager (Product Strategist)

Plum is a growing investing app aiming to grow money for life, and they are seeking a Wealth Advisor to determine new financial products, work with customers' data to optimize asset allocation, and promote their products. The role involves providing financial planning advice and ensuring regulatory compliance.

Requirements

• Determine new financial products to launch as Plum.
• Combine customer profile and personal needs to derive asset allocation.
• Evolve personal guidance to customers at scale.
• Work collaboratively with the product organization to determine the roadmap for Wealth.
• Enhance the understanding of Plum users on financial products.
• Ensure compliance with relevant regulatory requirements.

Benefits

• Own part of the company
• Private health insurance
• Annual training budget
• Plum Premium for free
• Competitive referral scheme
• Flexible remote working