Account Manager (Remote - Work from Anywhere)

The Account Manager will manage a portfolio of high net worth customer accounts, identifying leads, building relationships, and assisting customers with Xapo Bank's products. Responsibilities include onboarding and maintaining global HNW customer relationships, understanding customer needs to formulate solutions, and acting as a regional escalation point for Customer Success Advisors. The role involves attending events to promote the Xapo brand, meeting clients face-to-face, monitoring customer portfolios, providing updates, and performing regular client reviews to reassess risk profiles and wealth management needs. Additionally, the Account Manager must perform tasks in accordance with regulatory and compliance requirements, achieve KPIs and targets, provide product demonstrations, develop strategies to increase the customer base and cross-selling opportunities, and stay updated on advancements in the crypto and traditional finance industries.