Account Manager - APAC (Remote - Work from Anywhere) Gibraltar (Remote)

OptiRoi Media; United Kingdom; Remote; GBP 60,000 - 80,000; Full time

Job summary

An innovative firm is seeking an Account Manager for the APAC region to drive customer success and manage high net worth accounts. This role offers the flexibility of working remotely from anywhere in the world while focusing on building strong customer relationships and achieving defined revenue targets. With a commitment to diversity and a collaborative environment, you will have the opportunity to shape the future of banking and make a global impact. If you have a strong background in banking and a passion for customer success, this position is perfect for you.

Benefits

Flexible PTO

Yearly budget for learning and development

Work-life balance

Remote work flexibility

Qualifications

• 5+ years in customer-facing banking roles, preferably in private wealth or investment banking.
• Fluent in English and Mandarin with a strong network in financial services.

Responsibilities

• Manage high net worth customer accounts in the APAC region.
• Achieve KPIs through retention and acquisition of customers.

Skills

Fluent in English

Fluent in Mandarin

Customer-facing banking experience

Exposure to crypto markets

Lead origination

Relationship management

KPI achievement

Network in financial services

Understanding of fiat payment rails

Job description

Account Manager - APAC (Remote - Work from Anywhere)

Work from anywhere, impact everywhere.

Diversity is at the heart of who we are at Xapo Bank. We’re a fully distributed team of over 140 Xapiens that work remotely from 40+ countries around the world.

Our beginning: A world that enjoys economic freedom and wealth protection, no matter where you live or who is running your country. This is the dream that drove Wences Casares, our Founder and Chairman, to quietly transform the world of banking.

To achieve that, we search the world for the best people for the job. We work hard, think globally, and inspire each other to learn and grow. We are committed to changing the way things are done.

Risk is inherent in all of our business activities and managing risk well is the responsibility of every Xapien. Sound risk management enables us to serve our customers and deliver value for our shareholders, and helps make Xapo a great place to work.

Although we are headquartered in Gibraltar, this is a full time, 100% remote position. Work from anywhere!

Position Overview

The Account Manager - APAC role is an integral part of the Customer Success Team and will be responsible for managing an assigned portfolio of high net worth customer accounts at Xapo Bank. Account Managers are responsible for identifying leads, building relationships with their customers and assisting them when the need arises on all Xapo Bank products. In collaboration with the regional Customer Success Advisors, Account Managers ensure that our customers enjoy consistent support during the onboarding process and throughout their journey with Xapo, creating a “customer for life” experience. Account Managers are tasked with achieving a defined revenue target through retention of existing business and acquisition of new business, in order to maximize the bank’s profitability.

Responsibilities

• Originate, onboard and maintain HNW customer relationships in the APAC region.
• Understand their customers' needs and formulate appropriate solutions 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' portfolios and provide timely updates to clients as appropriate.
• Be an expert in the products Xapo offers, performing regular reviews with customers to reassess client’s risk profile and wealth management needs.
• Perform tasks in accordance with regulatory and compliance requirements.
• Achieve KPIs/targets in alignment with the overall objectives of the team and business.
• Provide product demonstrations to prospects and customers.
• Work 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.
• Keep 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

• Fluent in English and Mandarin.
• 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 inquiries from prospects at industry events.
• Track record of achieving KPIs/targets relating to conversion and AUM growth.
• Strong regional network in the 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.
• Devices and other essential equipment that meet minimal technical specifications.
• Alignment with Our Values and the Xapo Values-Driven Leadership principles.

Why Work for Xapo?

IMPACT GLOBALLY, WORK REMOTELY.

• Shape the Future: Improve lives through cutting-edge technology, work 100% remotely from anywhere in the world.
• Great Work-Life Balance: Build amazing things with a balance of autonomy and collaborative teamwork. Set your own work schedule and make use of a flexible PTO plan when you need to recharge.
• Expect Excellence: Collaborate, learn, and grow with a high-performance team. Learn how you learn best - from books to conferences, you’ll get a yearly budget for your individual learning and development goals.

At Xapo, we prioritize consumer protection and adhere to regulatory requirements by ensuring that all Xapiens are accountable for upholding principles of fair treatment, transparency, and ethical conduct in their interactions with customers and stakeholders.

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