Account Manager

Summary

Join Xapo Bank's Customer Success Team as an Account Manager - LATAM, managing a portfolio of high-net-worth customer accounts. This fully remote position requires building relationships, providing support, and achieving revenue targets through retention and acquisition. You will originate and onboard clients, act as an escalation point for advisors, and attend regional events for lead generation. Success hinges on understanding customer needs, offering solutions, and adhering to regulatory requirements. The role demands expertise in Xapo's products and the financial industry, along with strong networking skills within the LATAM region. Xapo offers a flexible work environment and professional development opportunities.

Requirements

• Fluent in English and Spanish
• 5+ years of customer facing banking experience in private banking, private wealth, investment banking or commercial banking
• Professional or personal exposure to the crypto markets
• Track record of originating leads and managing existing relationships with customers in the financial services industry
• Confidence in orchestrating face to face and online meetings with customers and handling enquiries from prospects at industry events
• Track record of achieving KPIs/targets relating to conversion and AUM growth
• Strong regional network in the financial services sector
• A solid understanding of fiat payment rails and stablecoins
• A dedicated workspace
• A reliable internet connection with the fastest speed possible in your area
• Devices and other essential equipment that meet minimal technical specifications
• Alignment with Our Values and the Xapo Values-Driven Leadership principles

Responsibilities

• Originate, onboard and maintain HNW customer relationships in the LATAM region
• Understand their customers needs and formulate appropriate solutions to meet the needs based on the customers circumstances and risk appetite
• Act as an escalation point regionally for Customer Success Advisors when providing banking services to customers
• Attend regional events to promote the Xapo brand and obtain new leads.  Meet existing customers face to face to grow relationships
• Monitor customers portfolio and provide timely update to clients as appropriate
• Be an expert in the products Xapo offers, perform regular reviews with customers to re-assess client’s risk profile and wealth management needs
• Perform tasks in accordance with regulatory and compliance requirements
• Achieving your KPIs/targets in alignment with the overall objectives of the team and business
• Providing product demonstrations to prospects and customers
• Working alongside the team to draw up strategies to increase customer base and cross selling opportunities to grow AUM
• Take all measures, go above and beyond, to ensure clients needs are met whether this is through the onboarding process or when they have become a member
• Keeping up-to-date with advancements in the crypto and traditional finance industries
• Escalate issues that are specific to the region to Product and other partner teams

Benefits

• Work 100% remotely from anywhere in the world
• Great work-life balance: Build amazing things with a balance of autonomy and collaborative teamwork. Set your own work schedule and make use of a flexible PTO plan when you need to recharge
• Learn how you learn best - from books to conferences, you’ll get a yearly budget for your individual learning and development goals