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crm crypto apac wealthmanagement crossselling📋 Description
- Originate, onboard and maintain institutional and retail relationships in APAC.
- Understand client needs and propose solutions based on risk appetite.
- Attend regional events to promote Xapo and obtain new leads.
- Meet existing customers face-to-face to grow relationships.
- Monitor client portfolios and provide timely updates.
- Be an expert on Xapo products; review risk profiles and wealth needs.
🎯 Requirements
- Fluent in English; local language fluency desirable.
- 5+ years of customer-facing banking experience.
- Exposure to crypto markets.
- Proven ability to originate leads and manage relationships.
- Strong APAC financial services network.
- Solid understanding of fiat rails and stablecoins.
🎁 Benefits
- IMPACT GLOBALLY, WORK REMOTELY.
- Great work-life balance with flexible PTO.
- Expect Excellence: learn and grow with a development budget.
- Shape the Future: remote work from anywhere with cutting-edge tech.
- Autonomy with collaboration; set your own schedule.
- Ethical culture focused on consumer protection.
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