Investment Advisor – Digital Assets (HNWI & Institutional)

Who we are

Teroxx is a digital assets boutique, specializing in digital assets management and blockchain-based solutions. We focus on offering tailored, secure, and transparent services to both private and corporate clients in the cryptocurrency sector. Our mission is to bridge traditional finance with the new digital economy, always with an emphasis on professionalism, innovation, and trust.

About the Role

We are looking for a sophisticated Investment Advisor to join our team. In this role, you will act as a strategic partner to our High-Net-Worth Individual (HNWI) and Institutional clients, translating complex market opportunities into tailored, compliant, and actionable investment strategies.

Key Responsibilities

Holistic Investment Advisory

Bespoke Strategy: Develop and execute tailored investment strategies covering Digital Assets (Blue Chips, Altcoins) and Tokenized Assets (RWAs) based on individual risk profiles.

Asset Allocation: Provide expert guidance on portfolio diversification, analyzing correlations between crypto and traditional markets to recommend timely rebalancing.

Yield Optimization: Evaluate DeFi and yield-generating opportunities (Staking, Lending) while maintaining a strict focus on technical security and risk-reward ratios.

Market Intelligence & Research Translation

Actionable Insights: Translate high-level analysis from our Research Department into concrete trade recommendations and proactive investment ideas.

Trend Scouting: Identify and evaluate emerging narratives (Layer-2s, AI, RWAs), effectively filtering market "noise" to identify long-term value for clients.

Original Research: Proactively contribute to internal research and client-facing market commentary.

Regulatory Adherence & Compliance (MiCA Focus)

Suitability Reporting: Generate and document mandatory Suitability Statements for all recommendations in full compliance with MiCA frameworks.

Risk Management: Ensure transparent communication regarding volatility, liquidity, and the specific technological risks of digital assets.

Client Relationship Management

Trust & Retention: Build and nurture long-term relationships through exceptional service and regular, high-touch performance reviews.

Requirements:

Education & Certification

Required: 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).

Professional Expertise

Experience: 3–5 years in Investment Advisory, Private Banking, or Wealth Management.

Crypto Fluency: Deep understanding of blockchain technology, tokenomics, and infrastructure (CEX/DEX, Custody).

Regulatory Knowledge: Solid grasp of the MiCA framework and its practical implications for investment advice.

Mindset & Skills

Analytical Sharpness: Proven ability to synthesize complex on-chain data with macroeconomic trends.

Integrity: A strong ethical compass and a fiduciary-first mindset.

Communication: Fluent in English; additional languages are considered a strong advantage.

Why Join Us:

Be a part of a cutting-edge fintech/digital assets company with a clear mission and vision.

Play a crucial role in achieving a landmark regulatory milestone that will shape the future of our company.

Opportunities for professional growth and career advancement within a rapidly evolving industry.

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. The role operates under a hybrid model, combining remote and on-site work.

Strong Team Ethos – Be part of a motivated team that values cooperation and shared success

Teroxx’s standard policy to undertake various background screening checks on all applicants to whom a conditional job offer is made. Teroxx will only ask applicants to disclose further information and/or documentation when a conditional job offer is made. 

Disclaimer: All personal information collected during the application process will be used for recruitment-related purposes only. Please refer to our Personal Data Privacy Policy at https://teroxx.com/legal/privacy-policy  for details on how we handle personal information relating to job applicants.