Relationship Manager - Wealth Management
You will build and deepen relationships with high net worth clients and family offices, grow assets under management, present investment solutions, coordinate onboarding with compliance and operations, and deliver high touch service as you help clients navigate digital asset opportunities.
Responsibilities
- Establish and grow long term relationships with HNW clients, family offices, and private wealth channels to increase AUM, trading volume, and product adoption
- Cultivate and expand partnerships with distribution partners and intermediaries to drive AUM growth
- Lead prospect and client meetings, clearly articulating value proposition and capturing feedback for continuous improvement
- Identify cross selling opportunities across trading, structured products, and lending solutions to deepen client engagement
- Work with Marketing to identify and support activities designed 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 positioning Hex Trust as a trusted partner for private clients and family offices in digital assets
- Track and report on 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 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 demanding environments
- 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 Mandarin or Arabic highly valued
Benefits
- Paid time off
- Medical and retirement plans
- Professional learning and development opportunities
- Access to corporate discounts and exclusive employer perks
- Office spaces in Hong Kong Singapore Dubai and Vietnam
- Regular company and social events
- Diversity and inclusion