Relationship Manager - Wealth Management
You will originate and grow your own book of high net worth and family office clients, collaborate with institutional products and senior leadership, and influence product direction as we scale. You will cultivate partnerships, lead prospect and client meetings, identify cross selling opportunities across trading structured products and lending solutions, ensure onboarding in collaboration with compliance and operations, and deliver best in class white glove service to private clients and family offices in digital assets.
Responsibilities
- Establish and grow long term relationships with HNW clients and family offices, contributing to increased AUM trading volume and product adoption
- Cultivate and expand partnerships with distribution partners and intermediaries to drive growth in AUM
- Lead prospect and client meetings, articulating value proposition and capturing feedback for continuous improvement
- Identify cross selling opportunities across trading structured products and lending solutions to deepen client engagement
- Collaborate with Marketing to attract and activate client base
- Oversee onboarding and ongoing relationship management in collaboration with compliance legal and operations
- Deliver best in class white glove service and position as a trusted partner for private clients and family offices in digital assets
- Track KPIs including number of clients, revenue, assets on platform, and net new money
Requirements
- 5-15 years of experience in relationship management private banking wealth management and/or institutional crypto financial services
- Demonstrated success in growing AUM and managing sophisticated private clients or family office accounts
- Strong knowledge of financial markets and investment products; 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 required; additional languages (e.g., Mandarin, Arabic) are highly valued
Benefits
- Competitive Salaries & Bonuses
- Generous Amounts of Paid Time Off incl. leave for Birthdays Work Anniversary and Mental Health etc.
- Access to Corporate Discounts and exclusive Employer Perks
- Medical & Retirement Plans
- Professional Learning and Development Opportunities
- Elevate your work using cutting-edge technology
- Fun & friendly office spaces in Hong Kong Singapore Dubai and Vietnam
- Regular company & social events