Job Description
This role focuses on developing high-net-worth individuals, family offices, investment institutions, Web3 funds, and treasury clients from project teams. The candidate will match suitable asset management solutions based on clients' capital size, risk preferences, and investment horizons. Responsibilities include introducing asset management services, client communication, business negotiations, and partnership advancement. The role also involves assisting clients with risk assessments, KYC procedures, contract signing, and fund onboarding processes. Ongoing client relationship management is required to track capital scale and retention. Additionally, the candidate will expand institutional, community, channel, and partner resources to build a long-term client network. Collaboration with asset management and risk control teams is essential for client reporting, strategy communication, and risk management. Meeting monthly capital inflow and performance targets set by the company is mandatory.
Key Responsibilities
- Develop and manage relationships with high-net-worth individuals, family offices, and institutional clients
- Customize asset management solutions based on client profiles and requirements
- Conduct business negotiations and drive partnership agreements
- Guide clients through risk assessment, KYC, and fund onboarding procedures
- Monitor client capital scale and retention rates
- Expand institutional and community partnerships to grow the client network
- Collaborate with internal teams on reporting and risk management
- Achieve monthly capital inflow and performance targets
Job Requirements
- Proven experience in Crypto, Web3, traditional finance, wealth management, or institutional sales
- Existing network of high-net-worth individuals, family offices, or institutional clients
- Demonstrated ability to independently develop client relationships and secure capital commitments
- Minimum monthly new assets under management of 500,000 USDT
- Prior successful fundraising cases or verifiable client resources preferred
- Familiarity with major crypto assets, quantitative trading, and asset management risks is advantageous
- Strong communication skills, execution capability, and long-term client management abilities
- High integrity with strict adherence to client confidentiality and company information security
Benefits
The company offers travel expense reimbursement and regular team-building activities. We seek candidates with stable client resources, independent fundraising capabilities, and the ability to maintain long-term relationships with high-net-worth and institutional clients.
