Relationship Manager - Hong Kong (Remote - Work from Anywhere)

Responsibilities

Originate, onboard and maintain institutional and retail relationships in the Hong Kong 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 Hong Kong 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.Xapo Device PolicyConsultants joining Xapo Bank must comply with the Xapo Device Policy, which governs the use of corporate-approved laptops under Corporate-Owned, Personally Purchased Device (reimbursed up to $1,500) or Corporate-Owned, Personally Enabled Device (personal device with enforced security controls).All devices must meet security requirements, enroll in Xapo’s Mobile Device Management (MDM), and adhere to compliance rules. COPPD devices remain Xapo property with buyback options upon exit. COPED users agree to data control measures, including mandatory corporate data wipes.Compliance with the Xapo Device Policy is mandatory for all consultants, onboarding will not proceed without adherence to the policy.

Benefits

Set your own work schedule and make use of a flexible PTO plan when you need to recharge. 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.Xapo Device PolicyConsultants joining Xapo Bank must comply with the Xapo Device Policy, which governs the use of corporate-approved laptops under Corporate-Owned, Personally Purchased Device (reimbursed up to $1,500) or Corporate-Owned, Personally Enabled Device (personal device with enforced security controls).All devices must meet security requirements, enroll in Xapo’s Mobile Device Management (MDM), and adhere to compliance rules

Employment Details

Employment Type: FULL TIME Salary Range: USD 1,000 - 1,000