Relationship Manager - Wealth Management
New
H
Hex TrustWealth Management, Crypto
Kazakhstan. Azerbaijan. UzbekistanFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 5–15 years
- Required Skills
- Relationship management
Requirements
- 5–15 years of experience in relationship management, private banking, wealth management, and/or institutional/crypto financial services.
- Demonstrated success in growing AUM.
- Experience managing sophisticated private clients or family office accounts.
- Strong knowledge of financial markets and investment products.
- Digital asset familiarity.
- Proven ability to deliver high-touch, client-first service.
- Excellent communication, presentation, and negotiation skills.
- Fluency in English.
Responsibilities
- 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.
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