Head of Sales (Crypto/ Digital Assets)

Solvex Solutions; Schweiz; Vor Ort; CHF 150’000 - 200’000; Vollzeit

Zusammenfassung

A global digital assets wealth management company is seeking a Head of Wealth to lead their wealth management strategy. This pivotal role demands a proven leader with over 10 years of experience in wealth management and a strong understanding of cryptocurrency and financial products. The ideal candidate will cultivate client relationships, mentor a growing team, and identify market opportunities to drive business growth. Competitive remuneration and bonuses are offered.

Leistungen

Competitive remuneration package

Annual performance-based bonuses

Comprehensive Learning Hub for growth

Career development opportunities

Regular team building events

Qualifikationen

• 10+ years’ experience in wealth management, Crypto, or private banking.
• Proven track record in key account management with HNW clients.
• Demonstrated leadership skills managing and scaling global teams.

Aufgaben

• Cultivate trusted client relationships based on financial goals.
• Shape and deliver the overall wealth management strategy.
• Lead, mentor, and expand the wealth management team.
• Spot new market opportunities and emerging trends.
• Serve as a key advisor to high-net-worth individuals.

Kenntnisse

Wealth management

Relationship management

Leadership

Financial analysis

Cryptocurrency knowledge

Ausbildung

Degree in Finance, Economics, or Business Administration

Tools

Portfolio management platforms

CRM systems

Jobbeschreibung

Overview

Our client is a global digital assets wealth management company, empowering clients to grow, manage, and preserve their wealth and cryptocurrency holdings. Operating across 200+ jurisdictions, the company offers unparalleled opportunities for forward-thinking investors.

What they're looking for

They are looking for a dynamic and experienced professional to join their organization as the Head of Wealth. This strategic role is intended for a leader with a strong background in Crypto, traditional banking services, private banking, and relationship management. The ideal candidate should have a proven track record in key account management and a deep understanding of financial products and services. Familiarity with cryptocurrency and digital assets are highly desirable as they aim to incorporate innovative solutions into wealth management offerings.

Your Role

• Cultivate and maintain trusted relationships with clients by understanding their financial goals, risk appetite, and investment priorities.
• Shape and deliver the overall wealth management strategy to drive sustainable business growth.
• Partner with senior leadership to ensure the wealth management agenda aligns with the company’s broader strategic vision.
• Lead, mentor, and expand the team to continuously elevate the firm’s wealth management offering.
• Spot new market opportunities and emerging trends to strengthen and diversify the company’s services.
• Serve as a key advisor to high-net-worth individuals, tailoring financial solutions that align with their long-term objectives.
• Guarantee top-tier client service and relationship management, ensuring satisfaction, loyalty, and retention.
• Organize exclusive client events and experiences designed to deepen relationships and attract new business.
• Conduct holistic financial and economic assessments to identify areas of growth and improvement for clients.
• Recommend investment products and alternative strategies based on robust research and market analysis.
• Regularly monitor client portfolios and adjust strategies to reflect evolving market conditions and client needs.
• Provide proactive financial guidance, addressing queries and anticipating client requirements.
• Contribute to the firm’s financial performance by delivering bespoke planning and wealth solutions.
• Collaborate with internal stakeholders to develop innovative products and enhance service offerings.
• Stay ahead of regulatory developments, market shifts, and global economic trends to provide timely and informed advice.

What Makes You Stand Out

• Degree in Finance, Economics, Business Administration, or a related discipline.
• 10+ years’ experience in wealth management, Crypto, private banking, or traditional banking.
• Proven track record in key account management and working with high-net-worth (HNI/ UHNI/ UHNW) clients.
• Deep knowledge of financial products, wealth management practices, and regulatory frameworks.
• Demonstrated leadership skills with experience managing and scaling global teams.
• Adept at working in fast-paced, performance-driven environments.
• Strong command of financial analysis tools, portfolio management platforms, and CRM systems.
• Exceptional interpersonal, communication, and negotiation skills with the ability to build trust at the highest levels.
• Analytical mindset with strong problem-solving skills and sound decision-making.
• High ethical standards and a commitment to regulatory compliance and industry best practices.
• Competitive and rewarding remuneration package.
• Annual performance-based bonuses.
• Comprehensive Learning Hub for continuous growth.
• A dynamic and inspiring environment with cutting-edge projects.
• Career development opportunities in a global leader driving the next generation of wealth.
• Regular department team buildings and company-wide team buildings.

Seniority level

• Director

Employment type

• Full-time

Job function

• Strategy/Planning, Management, and Finance

Industries

• Financial Services, Investment Management, and Banking