• Role and Responsibilities:

  • Build partnerships with relevant financial and distribution channels to achieve the main goal of contributing to the growth of the AUM
  • Establish connections through calls, emails, and offline events
  • Advise clients on crypto investment opportunities and portfolio strategies
  • Collaborate closely with the portfolio management, trading and operations teams to address client needs
  • Provide market intelligence, client feedback and competitive insights to inform product development
  • Work cross-functionally with key internal stakeholders
  • Maintain strong relationships with existing clients and conduct regular follow-ups to understand their evolving needs

  Requirements:

  • 3 years of experience in financial services, fintech, technology, or management consulting
  • Experience in sales/business development /client relationship management within crypto or traditional financial service industry is a strong plus
  • Strong network of HNWI and HNW clients and a track record of managing wealth portfolios
  • Ability to thrive in a fast-paced, high-growth environment
  • Demonstrated interest in digital assets and familiarity with crypto markets preferred

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