Director of Financial Reporting & Allocation Strategy leading financial allocation for global reinsurance company. Ensuring accuracy and compliance, driving process simplification across management and legal entities.
TB
Hybrid Investment Advisor – Digital Assets, HNWI & Institutional
Posted 3 weeks ago
About the role
- Investment Advisor managing digital asset investment strategies for High-Net-Worth Individuals and Institutional clients. Translating market opportunities into actionable, tailored investments across the cryptocurrency sector.
Responsibilities
- Act as a strategic partner to High-Net-Worth Individual (HNWI) and Institutional clients, translating complex market opportunities into tailored investment strategies.
- Develop and execute tailored investment strategies covering Digital Assets (Blue Chips, Altcoins) and Tokenized Assets (RWAs) based on individual risk profiles.
- Provide expert guidance on portfolio diversification, analyzing correlations between crypto and traditional markets.
- Evaluate DeFi and yield-generating opportunities (Staking, Lending) while maintaining a strict focus on technical security and risk-reward ratios.
- Translate high-level analysis from the Research Department into trade recommendations and proactive investment ideas.
- Identify and evaluate emerging narratives (Layer-2s, AI, RWAs), filtering market "noise" to identify long-term value for clients.
- Generate and document mandatory Suitability Statements for all recommendations in compliance with MiCA frameworks.
- Ensure transparent communication regarding volatility, liquidity, and the specific technological risks of digital assets.
- Build and nurture long-term client relationships through exceptional service and regular performance reviews.
Requirements
- University degree in Economics, Finance, Business Administration, or a related field.
- Mandatory: CySEC Advanced Certificate.
- Preferred: CFA, CAIA, or specialized crypto designations (e.g., CDAA, CBP).
- 3–5 years in Investment Advisory, Private Banking, or Wealth Management.
- Deep understanding of blockchain technology, tokenomics, and infrastructure (CEX/DEX, Custody).
- Solid grasp of the MiCA framework and its practical implications for investment advice.
- Proven ability to synthesize complex on-chain data with macroeconomic trends.
- A strong ethical compass and a fiduciary-first mindset.
- Fluent in English; additional languages are considered a strong advantage.
Benefits
- Attractive Compensation Package – Competitive salary aligned with experience and market standards
- Supportive & Collaborative Culture – Work in a friendly, team-oriented environment
- Modern Workplace – Enjoy state-of-the-art offices designed for comfort and productivity
- Flexible Work Model and Working hours, this position follows a rotational shift pattern. Employees will work on both morning and evening shifts on an alternating basis, with weekends off.
- Strong Team Ethos – Be part of a motivated team that values cooperation and shared success
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Manager leading the client accounting function at Ellis Porter, overseeing billing and receivables while enhancing financial performance. Building a high - performing team and collaborating with firm leadership.
Finance Apprentice at John Lewis Partnership training to drive performance and influence financial decisions. Flexible hybrid work between Bracknell and London campuses with professional mentoring.
Senior Financial Analyst involved in financial analysis and budget management for healthcare organization. Collaborating with management to support financial decision - making and reporting.
Operations Financial Analyst providing financial support to operations and finance teams. Involves variance analysis, trend identification, and process improvement for financial reporting.
Manager Financial Planning & Analysis providing financial planning and analysis services at NiSource. Leading financial performance analysis and collaborating with stakeholders for operational insight.
Senior Manager leading the creation of financial market strategies at PwC. Guiding projects, interacting with senior clients, and motivating teams to achieve operational excellence.
Investment Analyst handling valuations and financial modeling for private equity agricultural investments. Collaborating with teams and managing acquisition processes in a hybrid work environment.
Supervisor managing financial operations and payment recovery for a healthcare financial solutions provider. Ensuring accuracy, timely reporting, and effective team leadership in diverse operational contexts.
Director of Strategic Finance providing financial leadership for decision - making at Early Warning. Overseeing budgeting, planning, and profitability analysis across the organization.