Digital Assets
2 weeks ago
- 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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