Account Manager - APAC (Remote - Work from Anywhere)

Posted 9 days agoViewed

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💎 Seniority level: Manager, 5+ years

📍 Location: Worldwide

🔍 Industry: Banking

🏢 Company: Xapo Bank👥 251-500 Accounting Bitcoin Financial Services Banking

🗣️ Languages: English, Mandarin

⏳ Experience: 5+ years

🪄 Skills: API testingProblem SolvingCustomer serviceRESTful APIsComplianceExcellent communication skillsRelationship buildingAccount ManagementTeamworkFluency in EnglishNegotiation skillsActive listeningClient relationship managementStrong communication skillsSales experienceMarket ResearchRisk ManagementLead GenerationStrategic thinkingFinancial analysisData modelingFinanceCustomer Success

Requirements:

Fluent in English and Mandarin.
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 in the APAC 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 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+

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