Renowned for our commitment to diversity and work flexibility, Xapo Bank operates with a fully distributed team comprising over 140 professionals scattered across 40+ countries worldwide. Our vision, initiated by our Founder and Chairman, Wences Casares, revolves around empowering individuals with economic freedom and wealth protection regardless of their geographical location or governing authorities.

Seeking individuals with a thirst for challenge and a global mindset, we are driving transformation in the banking landscape and are steadfast in our mission to usher in a new era of operational standards. Managing risk efficiently is ingrained in every Xapien's responsibilities, with a critical focus on ensuring customer satisfaction, shareholder value, and a conducive workplace culture.

Position Overview

As a pivotal member of the Customer Success Team, the Senior Account Manager will oversee a dedicated portfolio of high net worth clients at Xapo Bank. Apart from prospecting and building customer relationships, this role entails guiding clients through our product offerings and providing personalized support throughout their journey with Xapo to foster enduring customer loyalty.

Key responsibilities include revenue generation through client retention and acquisition efforts, aligning with strategic goals to enhance the bank's financial performance effectively.

Key Responsibilities

Facilitate the onboarding and maintenance of high net worth client relationships in the APAC region.
Tailor solutions to meet customer needs based on their unique circumstances and risk tolerance.
Serve as a regional escalation point for Customer Success Advisors, offering banking services to clients.
Promote the Xapo brand at regional events.
Keep a close watch on client portfolios and provide timely updates to clients as necessary.
Conduct periodic customer reviews to reassess risk profiles, wealth management requirements, and other critical details.
Ensure compliance with regulatory guidelines and industry specifications.
Accomplish targets and key performance indicators in line with team and business objectives.
Conduct product demonstrations for potential and existing customers.
Collaborate on strategies to expand the customer base and identify cross-selling opportunities for asset under management (AUM) growth.

Strive to exceed client expectations by catering to their needs proactively, throughout the onboarding process and beyond.

Stay updated on advancements in traditional finance and cryptocurrency industries. Escalate regional issues to relevant teams and partners. Qualifications Required

Proficient in both English and Mandarin.
Minimum 5 years of customer-facing experience in private banking, wealth management, investment banking, or commercial banking.
Understanding of crypto markets, either through professional exposure or personal interest.
Proven track record in lead generation and customer relationship management in financial services.
Ability to conduct effective face-to-face and virtual meetings with clients and handle queries at industry events.
Demonstrated success in achieving KPIs and targets pertaining to conversion rates and AUM growth.
Extensive network in the financial services domain within the region.
Solid grasp of fiat payment channels and stablecoins.

Additional Requirements

Designated workspace for focused work.
Reliable internet connection matching the highest available speed in your area.
Essential devices meeting the minimum technical specifications.
Alignment with Our Values and Xapo's Values-Driven Leadership principles.

Why Choose Xapo?

Drive Global Impact, Work Flexibly.

Pioneering Innovation: Contribute to societal advancement through cutting-edge technological solutions. Operate remotely from any location worldwide.
Optimal Work-Life Balance: Collaborate effectively in a harmonious blend of freedom and teamwork. Customize your work schedule and leverage a flexible PTO policy for personal rejuvenation.
Commitment to Excellence: Grow alongside a high-performance team that fosters learning and collaboration. Avail opportunities to advance your personal development goals with an annual learning budget catered to your preferences.

At Xapo, unwavering consumer protection and adherence to regulatory standards are paramount. All team members are entrusted with upholding principles of fairness, transparency, and ethical behavior in their interactions with clients and stakeholders.

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