Xapo Bank

Account Manager

• Originate, onboard and maintain institutional and retail relationships in the UK and Europe.
• Understand their client 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.

Relationship Manager – UK

• Originate, onboard and maintain institutional and retail relationships in the MENA region.
• Understand their client 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 updates 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.

Relationship Manager – MENA

Business Analyst

• Translate the product vision for Lending, Funds, and Savings into detailed business requirements, user stories, and acceptance criteria.
• Support the Product Manager in maintaining and prioritising the product backlog.
• Facilitate sprint planning and refinement sessions to ensure the engineering team has a clear, well-defined pipeline of work.
• Collaborate with Design and Engineering to map out user journeys and system workflows.
• Document functional and non-functional specifications to ensure all use cases and edge cases are considered.
• Assist the product team by gathering data, analysing product performance, and preparing reports.
• Act as a key liaison between the Wealth product team, Engineering, Design, Compliance, Finance and other stakeholders.
• Help coordinate and conduct User Acceptance Testing (UAT) for new features to ensure they meet business requirements and quality standards before release.

Business Analyst – Wealth

Product Manager

• Own the end-to-end success of our new institutional product offering
• Define, champion, and execute a compelling product vision and strategy for Xapo Bank’s institutional offerings.
• Own the entire product development lifecycle, from ideation through launch and iteration.
• Collaborate closely with Design, Engineering, and operational teams to define and optimise a world-class institutional user experience.
• Conduct in-depth market analysis and stay abreast of the institutional digital asset landscape.
• Serve as the central leader and decision-maker for all product-related initiatives.
• Develop and manage pricing strategies, business models, and financial forecasts.
• Establish clear processes and quality gates with internal teams.
• Define, monitor, and report on key product performance indicators (KPIs) and financial metrics.
• Invest in team development with a dedicated budget for external training and industry certifications.

Relationship Manager – UK

Relationship Manager – MENA

Business Analyst – Wealth

Lead Product Manager – Institutional