Job Description
This role focuses on maintaining and expanding client relationships while providing tailored financial solutions in a dynamic environment.
Key Responsibilities
- Client Relationship Management: Maintain and strengthen relationships with key clients (VIPs, mid-net-worth individuals, payment card holders) through personalized investment advice and exceptional service.
- Client Service: Provide one-on-one support including rapid response to asset transfer issues, transaction anomalies, coin listing updates, API connectivity, and suitable financial product recommendations with clear explanations of features, risks, and strategies.
- Client Profiling: Develop detailed client profiles documenting preferences and behavioral patterns to enhance service quality.
- Business Development: Proactively acquire new clients through referrals, online campaigns, industry events, and community engagement.
- Investment Advisory: Deliver customized asset allocation plans based on clients' risk tolerance and financial objectives.
- Data Analysis & Reporting: Analyze transaction patterns and product usage to suggest improvements; escalate significant client asset fluctuations.
- Product Customization: Design bespoke solutions for high-value clients and relay their needs to product teams for innovation.
Job Requirements
- Open to all educational backgrounds; finance/economics degrees preferred.
- Outgoing personality with exceptional communication, negotiation, and client management skills to handle complex requests.
- Resilience under pressure, adaptability, teamwork spirit, and cross-department collaboration experience.
- Advantageous: Prior account manager/sales experience in crypto exchanges, blockchain projects, or fintech firms. Female candidates encouraged.
- Work Arrangement: Flexible hours with prompt client responsiveness; hybrid model (remote + onsite) including meetings, conferences, and travel.
Benefits
- Global team with international exposure in a thriving industry.
- 7-hour flexible workdays + weekends off.
- 13th-month salary.
- Paid annual leave.
- Comprehensive compensation and subsidy package.
