Responsibilities
- Originate, onboard and maintain HNW customer relationships globally
- Understand their customers needs and formulate appropriate solutions to meet the needs based on the customers circumstances and risk appetite
- Act as an escalation point regionally for Customer Success Advisors when providing banking services to customers
- Attend regional events to promote the Xapo brand and obtain new leads. Meet existing customers face to face to grow relationships.
- Monitor customers portfolio and provide timely update to clients as appropriate
- Be an expert in the products Xapo offers, perform regular reviews with customers to re-assess client’s risk profile and wealth management needs
- Perform tasks in accordance with regulatory and compliance requirements
- Achieving your KPIs/targets in alignment with the overall objectives of the team and business
- Providing product demonstrations to prospects and customers
- Working alongside the team to draw up strategies to increase customer base and cross selling opportunities to grow AUM
- Take all measures, go above and beyond, to ensure clients needs are met whether this is through the onboarding process or when they have become a member
- Keeping up-to-date with advancements in the crypto and traditional finance industries
- Escalate issues that are specific to the region to Product and other partner teams
Skills needed
- Fluent in English (knowledge of other languages is beneficial).
- 5+ years of customer facing banking experience in private banking, private wealth, investment banking or commercial banking.
- Professional or personal exposure to the crypto markets.
- Track record of originating leads and managing existing relationships with customers in the financial services industry.
- Confidence in orchestrating face to face and online meetings with customers and handling enquiries from prospects at industry events.
- Track record of achieving KPIs/targets relating to conversion and AUM growth.
- Strong regional network in the financial services sector.
- A solid understanding of fiat payment rails and stablecoins.
Other requirements
- A dedicated workspace.
- A reliable internet connection with the fastest speed possible in your area.
- Devices and other essential equipment that meet minimal technical specifications.
- Alignment with Our Values and the Xapo Values-Driven Leadership principles.
