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Account Manager - MENA (Remote - Work from Anywhere)

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💎 Seniority level: Manager, 5+ years

📍 Location: Worldwide

🔍 Industry: Banking

🏢 Company: Xapo Bank👥 251-500AccountingBitcoinFinancial ServicesBanking

🗣️ Languages: English

⏳ Experience: 5+ years

🪄 Skills: Data AnalysisFinancial ManagementREST APICommunication SkillsComplianceAccount ManagementNegotiation skillsStrong work ethicJSONClient relationship managementStrong communication skillsCross-functional collaborationRelationship managementSales experienceRisk ManagementLead GenerationFinancial analysisCustomer SuccessEnglish communication

Requirements:
  • 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.
Responsibilities:
  • Originate, onboard and maintain HNW customer relationships with clients within the MENA region.
  • 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 provide banking services to customers
  • Attend regional events to promote the Xapo brand
  • Monitor customers portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with customers to re-assess client’s risk profile, wealth management needs and other customer details
  • 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
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