Digital Assets
7 days ago
CMS licensed Digital Asset Management firm backed by one of the largest independent, full-service securities group in Japan seeking experience HNW Relationship Manager to join and grow with them on an exciting journey
Responsibilities:
- Actively identify prospects and establish contact with HNW prospects into clients.
- In-depth understanding of clients' businesses and sources of wealth generation.
- Serve as a trusted advisor to clients who frequently seek strategic advice regarding digital assets investments.
- Build relationships with client families that cross generations to establish long-term connections.
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
- Uncover needs that are not articulated or clearly expressed by the client.
- Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
- Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
- Establish a referral network and gain introductions to potential clients which generate new sales.
- Understand and communicate the risk involved with various investment strategies.
- Persevere in delivering what is promised, even when obstacles arise.
- Develop expertise to identify business opportunities and address the unique needs of specific client segments.
- Keep abreast of digital assets industry developments and current global market conditions.
- Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
Qualifications:
- 10+ years of experience
- Extensive and proven experience in Private Banking having covered the UHNW market
- Demonstrated track record in relationship selling
- Strong interest/knowledge of digital assets
Tell employers what skills you have
Strategic Planning
Investment Strategies
Tolerance
Information Management
Oncology
Investments
Wealth
Private Banking
Risk Management
Securities
Information Technology
Selling
CMS
Value Management
IT Strategy
Digital Asset Management
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