Relationship Manager
You will establish and grow long-term relationships with high net worth individuals, family offices and private wealth channels to drive client acquisition and increase assets under management. You will lead prospect and client meetings, clearly articulate value propositions, capture feedback, and identify cross-selling opportunities across trading, structured products and lending. You will oversee onboarding and ongoing relationship management in collaboration with compliance, legal and operations, and deliver high-touch white-glove service to sophisticated private clients.
Responsibilities
- Establish and grow long-term relationships with high net worth individuals family offices and private wealth channels
- Cultivate and expand partnerships with distribution partners and intermediaries
- Lead prospect and client meetings and articulate value propositions
- Identify cross-selling opportunities across trading structured products and lending
- Oversee onboarding and ongoing relationship management with compliance legal and operations
- Deliver best-in-class white-glove service to private clients and family offices
Requirements
- 3–8 years of experience in relationship management private banking wealth management or institutional crypto financial services
- Demonstrated success in growing assets under management and managing sophisticated private clients or family office accounts
- Strong knowledge of financial markets and investment products with digital asset familiarity required
- Proven ability to deliver high-touch client-first service in a demanding environment
- Excellent communication presentation and negotiation skills with credibility in front of senior stakeholders
- Entrepreneurial adaptable and proactive in identifying solutions and opportunities
- Fluency in English and Chinese
Benefits
- Generous paid time off including birthday work anniversary and mental health leave
- Access to corporate discounts and exclusive employer perks
- Medical and retirement plans
- Professional learning and development opportunities
- Access to cutting-edge technology
- Fun and friendly office spaces in Hong Kong Singapore Dubai and Vietnam
- Regular company and social events