[ref. v13234524] Relationship Manager (Digital Asset & Wealth Management)

• Min. 3 years of Relationship Manager experience or Prior experience in client relationship management, preferably in the financial services or cryptocurrency industry.
• Knowledge of regulatory requirements related to cryptocurrencies (e.g., KYC, AML) is a plus.

Position Overview:

We are seeking a driven and passionate Relationship Manager (RM) for managing and expanding a portfolio of high-net-worth individuals (HNWIs), institutional clients, and digital asset investors. This role combines traditional wealth management expertise with emerging digital asset strategies to deliver comprehensive financial solutions.

Responsibilities:

• Build and maintain strong relationships with clients in the digital asset and wealth management space.
• Serve as the primary point of contact for client inquiries, portfolio reviews, and strategic financial planning.
• Conduct regular client meetings to assess financial goals, risk appetite, and investment preferences.

• Provide insights and guidance on digital asset investments including cryptocurrencies, tokenized assets, and blockchain-based financial products.
• Stay updated on market trends, regulatory developments, and emerging technologies in the digital finance space.

• Offer tailored financial solutions including investment planning, estate planning, tax optimization, and retirement strategies.
• Collaborate with internal teams (e.g., investment advisors, legal, compliance) to deliver holistic wealth management services.

• Identify and pursue opportunities to grow wallet share through cross-selling and upselling of financial products.
• Develop strategic partnerships and referral networks to attract new clients.

• Ensure all client interactions and advisory services comply with internal policies and regulatory standards.
• Monitor client portfolios for risk exposure and recommend adjustments as needed.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or related field
• Min. 3 years of experience in wealth management or digital asset advisory.
• Strong understanding of financial products, investment strategies, and blockchain technologies.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Detail-oriented with strong organizational skills and the ability to multitask effectively.
• Knowledge of regulatory requirements related to cryptocurrencies (e.g., KYC, AML) is a plus.
• Bilingual in both English and Mandarin for communication with internal English and Chinese speaking stakeholders and clients