Location: APAC Region (Fully Remote)
Ready to take your finance career to the next level—remotely? Join a high-performing, remote-first digital wealth management powerhouse operating across 30+ countries with a growing team of 150+ professionals. With a strong annual revenue ($10M–$50M), a presence rooted in Palo Alto, and global impact, this company offers competitive pay, equity, and fast-tracked growth.
💼 Your Role: Relationship Builder. Trusted Advisor. Growth Partner.
As an Account Manager on our Customer Success team, your mission is to help individual investors grow and protect their wealth through our digital asset platform. You’ll be their go-to person—guiding them, supporting them, and building long-term trust. Expect some occasional travel as you strengthen relationships face-to-face.
You’ll thrive in this role if you’ve got a background in B2C Sales or Business Development, a deep understanding of finance, and a passion for delivering exceptional client experiences.
🚀 What You’ll Do
- Own and nurture a portfolio of retail clients across the APAC region.
- Understand each client’s needs and craft solutions that align with their financial goals and risk appetite.
- Act as a regional point of contact to support Customer Success Advisors.
- Represent the brand at events and conferences to boost awareness and network.
- Meet clients in person when needed to reinforce relationships.
- Monitor client performance, portfolios, and risk profiles—offering updates and insights proactively.
- Stay up to date with product offerings and industry regulations.
- Drive revenue through existing accounts while identifying upsell and cross-sell opportunities.
- Deliver engaging product demos and educate clients on financial tools and investment options.
- Collaborate with internal teams on regional market needs and client feedback.
- Keep an eye on industry trends—from crypto to traditional finance—and feed insights back to the product team.
✅ What You’ll Need to Succeed
- Fluency in English and Mandarin (both spoken and written).
- At least 5 years in client-facing roles—private banking, wealth management, or similar financial sectors.
- A solid understanding of crypto markets—professionally or personally.
- Proven ability to grow and manage high-value client relationships.
- Skilled in handling both virtual and face-to-face meetings and events.
- Track record of hitting sales metrics, especially conversion and AUM growth.
- Strong industry network within the APAC financial services landscape.
- In-depth knowledge of fiat systems and stablecoins.
🎁 What You’ll Get
- 💻 100% remote work environment
- 💸 Compensation based on your expertise, not your location
- 🚀 Career growth in a rapidly expanding sector
- 🤝 A collaborative, high-performing team culture
- 🌴 35 days of paid time off annually
- 💼 Company-issued laptop
- 📈 Generous equity package
- …and much more!
📅 Interview Journey
- Intro call with Talent Acquisition
- Meet the Account Management Lead
- Chat with the Head of Customer Success
- Receive your offer