Live opening · Posted 18 days ago
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Description supplied by the original job listing.
Responsibilities:
Build, manage, and grow an exclusive portfolio ofHNI, UHNI, family office, and institutional clients, acting as their trusted advisor for digital assets.
Understand client financial goals, risk appetite, and investment horizons to design customised investment strategies across crypto and digital assets.
Leverage CoinSwitch Alpha's research, insights, and proprietary strategies to deliver differentiated investment opportunities.
Develop and maintain strong relationships with ecosystem partners, institutions, and internal stakeholdersto expand client opportunities.
Collaborate closely with research, strategy, and partnerships teams to deliver seamless and high-quality client outcomes.
Driveclient satisfaction, portfolio growth, retention, and long-term relationship value.
Uphold the highest standards ofconfidentiality, compliance, and professionalism.
Requirements:
8-12 years of experience in wealth management, private banking, investment advisory, or a related domain.
Strong understanding of financial markets, portfolio construction, asset allocation, and emerging asset classes.
Proven track record ofmanaging and growing HNI, UHNI, and institutional relationships.
Excellent relationship management, communication, and advisory skills.
Ability to operate in a fast-paced, digital-first fintech environment.
High ethical standards and a client-first mindset.
Experience
8-12 yrs
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