Relationship Manager (HNW Portfolio)

Reposted 24 Days Ago
Be an Early Applicant
Hiring Remotely in Pakistan
Remote
Mid level
Blockchain • Information Technology • Software • Cryptocurrency
The Role
Manage a portfolio of high-net-worth clients, reactivate dormant VIP users, support KYC-verified users through initial high-value transactions, and proactively retain VIP accounts to grow transaction volume and maximize total value locked.
Summary Generated by Built In

Company: FASSET

Location: Pakistan

Executive Summary

We are looking for an experienced Relationship Manager to join our High-Net-Worth (HNW) Desk. This role is responsible for managing a premium portfolio of clients, driving platform engagement, and providing "white-glove" service to our highest-volume users.

Core Responsibilities

  • Portfolio Management: Serve as the primary point of contact for a selected group of high-ticket users.
  • User Reactivation: Engage with dormant high-volume users to understand their needs and facilitate their return to the platform.
  • Conversion Excellence: Support KYC-verified users in navigating their initial high-value deposits and transactions.
  • Retention & Loyalty: Proactively manage active VIP accounts to minimize churn and maximize "Total Value Locked" (TVL).

The Ideal Candidate

  • Experience: Minimum 4 -10 years in Priority Banking, Private Banking, or Wealth Management.
  • Fintech Savvy: A strong understanding of digital wallets, transaction flows, and financial technology.
  • Education: Bachelor’s degree in Finance, Economics, or a related field.
  • Soft Skills: High level of emotional intelligence (EQ) and the ability to build trust with high-net-worth individuals.
  • Communication: Fluent in English and Urdu. Ability to explain complex financial benefits in simple terms.
  • Remote Work: Flexible working environment with a global team.

Performance Evaluation

Success in this role will be measured by:

  1. Reactivation Rate: Percentage of dormant accounts brought back to active status.
  2. Portfolio Volume: The growth of transaction volume within the assigned client list.
  3. Deposit Conversion: Success rate of onboarding KYC-verified users to their first deposit.
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The Company
Dubai
119 Employees
Year Founded: 2019

What We Do

Redefine the way money works for you, with Fasset. Fasset lets you seamlessly and securely manage all of your digital and real-world financial assets - from wherever you are, in your currency of choice. We believe in democratizing access to global assets, and that everyone, everywhere should be able to use their hard-earned money to buy high-quality, globally-traded assets to build and preserve their wealth. Through Fasset, you can: ⚫ Invest in both digital as well as real-world assets like stocks, bonds, commodities and precious metals. ⚫ Tap into our trading platform and take advantage of a wide range of tokenized assets, including real-time market data. ⚫ Connect to a digital wallet that makes shopping and transferring funds user-friendly, with integrated payment solutions for easy conversion. ⚫ Transfer or receive funds securely and conveniently from wherever you are worldwide with the Fasset Connect Network. The security of our customers’ funds, data and earnings are our top priority. We are regulated by the Virtual Assets Regulatory Authority (VARA). No aspect of this platform is intended to provide, or should be interpreted as providing, any investment, tax, legal, financial, or other advice of any kind. The materials presented on this platform should not be considered a substitute for professional advice. If you decide to engage in transactions based on any material found on this platform, the decisions, transactions, and any consequences that arise are solely your responsibility. While other users may share investment advice or opinions, please be aware that such advice or opinions are merely conversational exchanges between individuals who may be anonymous or unidentifiable. Fasset explicitly does not provide investment advice directly, indirectly, implicitly, or in any manner whatsoever. It is recommended that you use any information obtained from this platform as a starting point for your own independent research.

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