Assist VP of Institutional Sales in team management and developing process improvement strategies.
Lead by example in delivering exceptional service and professionalism, coaching and mentoring team members to uphold the highest standards of client engagement and communication within the trading desk team.
Monitor and enhance the team’s quality of service, mannerism and mindset.
Develop and maintain relationships with high net worth (HNW) clients who require personalized digital assets management solutions, understanding their trading goals, preferred trading strategies, and risk tolerance.
Act as the primary point of contact for HNW trading clients, addressing inquiries, resolving issues, and ensuring a seamless trading experience.
Collaborate with internal trading teams to execute client trades ensuring timely and accurate execution
Other Responsibilities
Strategic Client Consultation: Act as the main liaison for clients, thoroughly understanding their objectives. Develop concise and actionable use cases to outline a clear path for success.
Best Practices Guidance: Provide expert advice to clients on maximizing the utilization of our products, emphasizing essential features to enhance client engagement and business performance.
Ongoing Support and Problem-Solving: Offer continuous support from onboarding to retention, addressing any challenges and ensuring service progress remains on course.
HNW Client Adoption and Engagement: Develop strategies to increase HNW client involvement and activity. Assist with trading activities and analyze behavior for optimization opportunities, such as networking events to enhance business opportunities.
Feedback and Iteration: Gather and analyze feedback from clients, colleagues, and supervisors. Collaborate with relevant departments to incorporate feedback, enhancing the overall client experience.
Build and Nurture Relationships: Foster relationships with HNW clients, Business Partners, and other stakeholders to enhance our service offerings and capitalize on new business opportunities.
Market Analysis: Stay abreast of market trends, economic developments, and regulatory changes, keeping clients informed and educated about relevant trading opportunities and risks.
Sales Support: Supervise the development of sales proposals, presentations, and contracts for our HNW clients.
Compliance: Ensure strict adherence to regulatory requirements and company policies across all activities.
Reporting: Provide regular reports and updates on team performance and developments to VP or CXO.
Required Skills and Experience:
Experience: 3-5 years in priority banking or similar services tailored to the needs of high net worth individuals and corporations.
Educational background in finance, banking, hospitality, or related fields, with professional qualifications preferred.
Must display fairly high level people management and development skills
Excellent communication and relationship-building skills
Analytical mindset
Capable to work under pressure with short deadlines
Proven ability to manage multiple projects simultaneously
Task completion and client handling outside normal business hours will be required.
Attributes: Exceptional analytical abilities, proactive attitude, outstanding communication skills, integrity, self-motivation, and autonomy
Language Proficiency: Fluent in English, with strong written and verbal communication skills
Skills
Relationship Building
Consultation
Finance
People Management
Functions
Project & Product Management
Job Overview
Job Type:
Hybrid
Company
Bitazza
37 active jobs
Industry:
Banking & Finance
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