Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Wealth Management Client Services Portfolio Management Microsoft Netmeeting Escalation Management Cross-Selling Regulatory Compliance Customer Retention Stakeholder Communications Risk Analytics Stablecoins Client Services Product Knowledge

Other Skills

•
Relationship Management
•
Accountability
•
Communication
•
Adaptability
•
Negotiation
•
Time Management
•
Teamwork
•
Customer Service
•
Self-Confidence
•
Relationship Building
•
Presentations
•
Problem Solving

Roles & Responsibilities

5+ years of customer-facing banking experience in private banking, private wealth, investment banking or commercial banking.
Fluent in English; fluency in the local APAC language is highly desirable.
Professional or personal exposure to the crypto markets.
Track record of originating leads and managing existing relationships with customers in the financial services industry.

Requirements:

Originate, onboard and maintain institutional and retail relationships in the APAC region.
Understand client needs and formulate appropriate solutions based on their circumstances and risk appetite.
Escalate region-specific issues to Product and other partner teams; act as an escalation point for Customer Success Advisors when providing banking services to customers.
Attend regional events to promote the Xapo brand, generate new leads, and deepen relationships with existing customers.

Job description

Work from anywhere, impact everywhere

Diversity is at the heart of who we are at Xapo Bank. We’re a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world.

Our beginning: A world that enjoys economic freedom and wealth protection, no matter where you live or who is running your country.

To achieve that, we search the world for the best people for the job. We work hard, think globally, and inspire each other to learn and grow. We are committed to changing the way things are done.

Although we are headquartered in Gibraltar, this is a full time, 100% remote position
Work from anywhere!

Position overview

The Relationship Manager role is an integral part of the Relationship Management department and will be responsible for managing an assigned portfolio of both institutional and retail accounts at Xapo Bank. Relationship Managers are responsible for building relationships with their clients and assisting them when the need arises on all Xapo Banks products. Relationship Managers are tasked with achieving a defined revenue target through retention of existing business and acquisition of new business, in order to maximise the bank’s profitability.

Responsibilities

Originate, onboard and maintain institutional and retail relationships in the APAC region.
Understand their client 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.

Skills needed

Fluent in English; fluency in the local language is highly desirable.
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 APAC financial services sector.
A solid understanding of fiat payment rails and stablecoins.

Other requirements

A dedicated workspace.
A reliable internet connection with the fastest speed possible in your area.
Alignment with Our Values and the Xapo Values-Driven Leadership principles.

Why work for Xapo?

IMPACT GLOBALLY, WORK REMOTELY.

Shape the Future: Improve lives through cutting-edge technology, work 100% remotely from anywhere in the world.
Great work-life balance: Build amazing things with a balance of autonomy and collaborative teamwork. Set your own work schedule and make use of a flexible PTO plan when you need to recharge.
Expect Excellence: Collaborate, learn, and grow with a high-performance team. Learn how you learn best - from books to conferences, you’ll get a yearly budget for your individual learning and development goals.

At Xapo, we prioritize consumer protection and adhere to regulatory requirements by ensuring that all Xapiens are accountable for upholding principles of fair treatment, transparency, and ethical conduct in their interactions with customers and stakeholders.

Ready to apply?

APPLY

Share ·