Relationship Manager
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 identifying leads, 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 UK and Europe.
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
Fluency in English is essential; proficiency in additional languages is a valuable asset.
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 UK 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.
Relationship Manager
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 identifying leads, 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 UK and Europe.
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
Fluency in English is essential; proficiency in additional languages is a valuable asset.
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 UK 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.