Relationship Manager – Wealth Management

This is a fully remote position, open to applicants in Taiwan.

📋 Description

• Build and nurture long-lasting relationships with high-net-worth clients, family offices, and private wealth channels, leading to enhanced assets under management (AUM), increased trading volume, and greater product adoption.

• Develop and strengthen alliances with key distribution partners and intermediaries to further propel AUM growth.

• Conduct prospect and client meetings, effectively communicating Hex Trust’s value proposition and gathering feedback for ongoing enhancement.

• Spot cross-selling opportunities across trading, structured products, and lending solutions to enrich client engagement.

• Collaborate with the Marketing Team to identify and support initiatives aimed at attracting and activating the client base.

• Manage a seamless onboarding process and ongoing relationship management in partnership with compliance, legal, and operations teams.

• Provide exceptional, white-glove service—establishing Hex Trust as a reliable partner for private clients and family offices in the digital asset space.

• Key Performance Indicators: Number of clients, Revenue, Assets on Platform, Net New Money.

⛳️ Requirements

• 5–15 years of experience in relationship management, private banking, wealth management, and/or institutional or crypto financial services.

• Proven track record of growing AUM and managing complex private client or family office accounts.

• Strong understanding of financial markets and investment products; familiarity with digital assets is essential.

• Demonstrated capacity to provide high-touch, client-centric service in a challenging environment.

• Exceptional communication, presentation, and negotiation skills, with the ability to gain credibility with senior stakeholders.

• Entrepreneurial mindset, adaptable, and proactive in identifying solutions and opportunities.

• Fluency in English is required; proficiency in additional languages (e.g., Mandarin, Arabic) is highly regarded.

• Applicants who do not meet every criterion are still encouraged to apply; those with less experience will be considered for the role with relevant adjustments to seniority.

🏝️ Benefits

• Competitive Salaries & Bonuses

• Generous Paid Time Off, including leave for Birthdays, Work Anniversaries, and Mental Health days

• Access to Corporate Discounts and exclusive Employer Perks

• Medical & Retirement Plans

• Opportunities for Professional Learning and Development

• Enhance your work experience with cutting-edge technology

• Enjoy fun and friendly office environments in Hong Kong, Singapore, Dubai, and Vietnam

• Participate in regular company and social events