Digital Assets

2 weeks ago


Singapore Tangspac Full time

 

 

  • 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



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