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Engage and grow VIP relationships – Qualify and progress leads with care and ownership, guiding prospects through a thoughtful, white-glove journey from first contact to active engagement.
Deliver seamless concierge service – Act as the primary touchpoint for VIP clients, anticipating needs and coordinating with internal teams to resolve requests promptly and elegantly.
Facilitate trades with precision – Support client trade instructions end-to-end, ensuring smooth execution and settlement in close collaboration with trading and operations.
Maintain clear pipeline visibility – Update and track client activity, AUM forecasts, and next steps to drive accountability and momentum across the team.
Elevate client experiences – Support bespoke events, hospitality, and partner activations that strengthen trust and deepen relationships.
Champion client insight – Capture feedback and share actionable perspectives to enhance service quality and product relevance.
Bachelor’s degree in Business, Finance, Economics, or a related field.
At least 4 years of experience in wealth management, private banking, client engagement, or fintech.
Genuine interest in digital assets and readiness to learn trading and OTC processes.
Exceptional communication skills and a natural ability to build trusted client relationships.
Meticulous, organised, and proactive, with a strong sense of ownership and follow-through.
Comfortable managing multiple priorities in a dynamic, fast-evolving environment.
Competitive total compensation package
Various team building programs and company events
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