Xapo Bank

Institutional Sales – Hong Kong / Singapore

Xapo Bank

full-time

Posted on:

Location Type: Remote

Location: Hong Kong

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Tech Stack

Ruby on Rails

About the role

  • The Institutional Sales person will be responsible for driving business growth through the acquisition of high-quality leads.
  • This includes High-Net-Worth (HNW) individuals seeking Personal Accounts and Institutional clients interested in Institutional Accounts.
  • A key responsibility will be to seamlessly transition qualified leads to the Account Management team for efficient onboarding.
  • This role requires someone who is open and available to travel, whether it's attending regional events to represent Xapo or meeting clients in person to strengthen relationships.
  • The primary objective is to expand Xapo's client base while consistently prioritizing an exceptional customer experience.
  • Identify and cultivate new business opportunities through various channels, including networking, referrals, industry events, and strategic outreach in the Hong Kong and Singapore markets.
  • Qualify leads to ensure alignment with the company's target client profiles (e.g., HNW individuals, institutional clients).
  • Introduce qualified leads to the relevant internal teams (e.g., Account Management) for a seamless onboarding process.
  • Act as the primary point of contact during the initial stages of the client journey, ensuring a positive first impression.
  • Proactively engage with clients to understand their needs, challenges, and goals.
  • Be an expert in the products Xapo offers, providing product demonstrations to prospects and customers.
  • Work alongside the team to draw up strategies to increase the customer base.
  • Stay informed about industry trends, competitor activities, and market conditions in Hong Kong and Singapore.
  • Provide regular reports on lead generation, client acquisition, and other key performance indicators.
  • Represent Xapo at regional events, conferences, and industry gatherings.
  • Perform tasks in accordance with all regulatory and compliance requirements.

Requirements

  • Fluency in English is essential; proficiency in Mandarin and/or Cantonese is a valuable asset.
  • A minimum of 5 years of customer-facing experience in the banking sector, specifically within private banking, private wealth management, investment banking, or commercial banking in Hong Kong or Singapore.
  • Demonstrable professional or personal exposure to cryptocurrency markets, indicating a strong understanding and interest in digital assets.
  • A proven track record in originating leads and effectively managing existing client relationships within the financial services industry.
  • Confidence and expertise in conducting both in-person and online meetings with clients, as well as adeptly handling inquiries from prospects at industry events.
  • A consistent history of achieving key performance indicators (KPIs) and targets related to client conversion.
  • A robust professional network within the regional financial services sector in Hong Kong and/or Singapore.
  • A solid understanding of traditional fiat payment rails and stablecoins.
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options
  • Learning and development budget

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
lead generationclient acquisitioncustomer experienceproduct demonstrationsKPI achievementfinancial servicescryptocurrency marketsfiat payment railsstablecoinsnetworking
Soft skills
communicationrelationship buildingclient engagementstrategic outreachteam collaborationproblem-solvingadaptabilityconfidencepresentation skillscustomer service