Investment accounts

Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

Marketing associate
London, UK

Background

Purpose of job

This is a wide-ranging role that would suit a marketing generalist keen to hone a variety of skills. Its purpose is to support Dolfin’s marketing efforts and will involve maintaining our digital channels (website and social), managing thought-leadership production, running our advertising campaigns, and reporting KPIs to senior management.

Position in organisation

Reports to

Chief Marketing Officer

Responsible for

No direct reports

Interacts with

While taking direction from the CMO and lending support to the Product Marketing function, the role will interact closely with the Sales, Wealth Management and Investment Management teams as main internal stakeholders.

Has budget responsibility of

N/A

Key duties

Digital marketing

Responsible for the regular updating of our website with content that will include news, research and blog posts – and its promotion on Dolfin’s social channels.

With the support of our web agency, take the lead on enhancements to our website and the creation of new pages as needed.

Brief our in-house design function on the creation of digital assets for use across our channels.

Thought-leadership

Work with internal stakeholders and our content marketing agency to coordinate the production of our thought-leadership content, including a weekly blog post and a quarterly printed magazine.

Advertising

Manage ongoing advertising – online and in print – based around Dolfin solutions and content – designed to raise awareness, drive traffic to our website and generate leads.

Reporting

Be responsible for tracking the Marketing function’s key performance indicators and compiling reports for senior management on a monthly basis.

Other duties

Dolfin events

Help with the production of our programme of client events.

Industry conferences

Be responsible for logistical arrangements around our presence at various industry conferences.

Public relations

Work with our PR agency in obtaining timely responses to media enquiries from our spokespeople and pursuing media opportunities.

Criteria

Skills & abilities

Fluent English – verbal and written

Excellent copywriting in finance and/or tech

An affinity for digital marketing

Experience

Around three years of experience in marketing, ideally in a wealth or asset management environment with demonstrable experience of

  • copywriting for digital marketing assets and campaigns;
  • managing website using a CMS and social media channels;
  • managing external agencies; and
  • working in a structured and formal marketing environment

Knowledge

Marketing or business studies degree

Personal attributes

Confident and self-sufficient

Entrepreneurial with a desire to be accountable and make a difference

Ability to communicate clearly in writing and verbally

Flexible and comfortable with a broad variety of duties that may change at short notice

Genuine passion for marketing, finance and technology

Remuneration

Salary

Commensurate with role and market

Bonus

Based on individual and company performance

Benefits

Our comprehensive benefits package is designed to attract the best. It includes: private health insurance, dental insurance, pension scheme, subsidised gym membership, death in service cover, employee assistance programme and travel insurance

Apply for this position

Personal Info

Resume

Cover Letter

Additional Info

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