About the job
Join Our Dynamic Team
- "Empowering Investment for Everyone": The Toss Securities Wealth Management (WM) team is committed to democratizing professional asset management services through AI technology, building a 'Digital Family Office' that assists everyone in achieving their financial goals.
- We create an investment strategy platform that helps customers grow their assets steadily throughout their life cycle, transcending mere short-term market gains.
- Beyond simply listing financial products, we ensure that our clients' assets are managed most efficiently within an 'autonomous financial' environment, combining expert strategies with AI diagnostics to enhance operational excellence.
Your Responsibilities
Investment Strategy Operations and Partnership Management: Oversee the stable onboarding of diverse, proven investment strategies from domestic and international experts onto our platform, and establish professional operational policies to ensure smooth product supply.
Strategy Curation and Design: Curate and manage a variety of investment strategies to make them intuitively understandable for customers with limited financial knowledge.
AI Algorithm Enhancement Advisory: Provide expert advice to the team to ensure that the market context and operational principles are accurately reflected when Toss Securities' AI agent assesses and rebalances portfolios in real-time.
Rebalancing Automation Management: Review and optimize the rebalancing operational processes, ensuring that the benefits generated from tax-advantaged accounts like retirement savings and ISAs are delivered to clients without leakage.
Expert Insight Support: Act as a consultant to enhance the understanding of complex financial logic in the product development team, ensuring that products are well-designed based on financial expertise.
We Are Looking For Someone Who
- Has expertise in asset management: Practical experience in managing and rebalancing portfolios in fund, wrap, or discretionary investment services is essential.
- Possesses a deep understanding of financial products: Knowledge of stocks, bonds, ETFs, as well as the structures of tax-advantaged accounts like retirement savings and ISAs, and their applications in asset allocation strategies is required.
- Has an operational and advisory mindset: Sees value in guiding products to function 'like a financial expert' based on their knowledge rather than focusing solely on writing plans and collaborating on development.
- Can utilize financial data: Familiarity with utilizing mydata or market data to diagnose asset health and present it to clients is necessary.
- Has 5-7 years of experience in fund management or advisory services at securities firms or asset management companies is preferable.
- Holds relevant financial investment qualifications, particularly in asset management.
- Has experience dealing with advanced asset management service operations in large securities firms or fintech companies.
- Possesses a strong practical understanding of complex financial regulations and licensing environments (advisory/discretionary).
Resume Recommendations
- Detail your contributions regarding the nature and management of portfolios you have previously handled.
- Highlight your experiences in improving inefficiencies in existing asset management services from an operational perspective and how you enhanced product quality through your expertise.
- Share how your expertise can contribute to Toss Securities' vision of 'AI-based popular asset management.'

