
VIP Relationship Manager
Posted Jun 19

Posted Jun 19
This is a fully remote position, open to applicants in United States.
• Take ownership of and expand a portfolio of VIP clients in the NEA market, acting as their main point of contact for product inquiries, service escalations, and account requirements.
• Foster strong relationships with both new and existing clients through proactive outreach, regular check-ins, and customized support.
• Analyze key client behavior and trading patterns; identify risks and opportunities to share with the broader team.
• Collaborate with internal teams (product, operations, compliance) to swiftly resolve client issues and provide a seamless experience.
• Assist in client acquisition through offline events, campaigns, and referral programs.
• Keep client records organized and up-to-date while contributing to weekly reports on portfolio health.
• Implement team-defined VIP service standards and follow escalation protocols.
• A minimum of 4 years of experience in client services, private banking, wealth management, or financial sales — ideally within an international financial institution.
• Proven experience in managing high-net-worth (HNW) or institutional client relationships from beginning to end.
• Knowledge of trading platforms or cryptocurrency exchanges is highly advantageous.
• Highly organized, detail-oriented, and capable of managing multiple client needs simultaneously without compromising service quality.
• Competitive total compensation package
• L&D programs and education subsidies for employee growth and development
• Various team-building activities and company events
• More exciting details that we look forward to sharing with you during the process!
Milliman
BMO U.S.
Palo Alto Networks
MultiplyMii
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