- Establish and grow long-term relationships with HNW clients, family offices, and private wealth channels.
- Cultivate and expand partnerships with relevant distribution partners and intermediaries.
- Lead prospect and client meetings to articulate value proposition and capture feedback.
- Identify cross-selling opportunities across trading, structured products, and lending solutions.
- Collaborate with Marketing Team to support activities to attract and activate client base.
- Oversee onboarding and ongoing relationship management in collaboration with compliance, legal, and operations.
- Deliver white-glove service to private clients and family offices in digital assets.