Related skills
regulatory compliance wealth_management📋 Description
- Originate, onboard and maintain HK institutional and retail relationships.
- Understand client needs; tailor solutions per risk profile.
- Escalate regional issues to Customer Success/Product teams as needed.
- Attend regional events to promote Xapo and generate new leads.
- Monitor portfolios and provide timely updates to clients.
- Drive KPI achievement and AUM growth in line with team objectives.
🎯 Requirements
- Fluent in English; local language desirable.
- 5+ years of customer-facing banking experience (private banking, wealth).
- Exposure to crypto markets.
- Track record of originating leads and managing relationships.
- Comfortable with in-person and online meetings; handle inquiries at events.
- Track record of achieving KPIs/targets tied to conversion and AUM growth.
🎁 Benefits
- IMPACT GLOBALLY, WORK REMOTELY.
- Great work-life balance with autonomy and flexible PTO.
- Expect Excellence: learn and grow with a yearly learning budget.
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