Relationship Manager - Mandarin & English

at  VirgoCX Inc

ABOUT VIRGO GROUP

Founded in 2021, Virgo Group of Companies is committed to delivering commission-free cryptocurrency trading services globally. Our diverse business lines include VirgoCX, VirgoCX Wealth, Virgo Wealth, and Virgo Digital Asset Management, providing exceptional services across Canada, Australia, the U.S., and more in future. With continuous innovation in mind, Virgo Group is prepared to become an integrated global digital asset service provider.

MISSION AND VISION

VDAM is led by an experienced investment management team. We are uniquely focused on digital asset investment strategies in separately managed accounts and are building private funds to leverage our expertise. The team comes from a background of institutional trading and has traded over $1 billion of assets including bitcoin, ether and other digital assets. Our strategy strongly outperformed bitcoin in 2023.
We are seeking a Relationship Manager to join our team. The ideal candidate will be responsible for managing client relationships, conducting sales-related activities, and providing exceptional service to our clients. This role requires a deep understanding of wealth management markets, strong communication skills, and a passion for delivering superior client experiences.

Responsibilities:

• Build and maintain strong, long-lasting client relationships
• Serve as the primary point of contact for clients, addressing their inquiries and concerns promptly and professionally
• Develop a thorough understanding of clients’ financial goals, risk tolerance, and investment preferences
• Conduct regular portfolio reviews with clients to assess performance, discuss investment strategy, and identify opportunities for portfolio optimization
• Collaborate with our investment team to develop and implement tailored investment strategies for clients
• Conduct sales-related activities, including prospecting, lead generation, and client presentations
• Keep abreast of market trends and developments in the cryptocurrency space
• Collaborate with the marketing team to develop strategies for promoting our services and increasing brand visibility
• Represent the company at industry events, conferences, and seminars to promote our services and build relationships with potential clients
• Ensure compliance with regulatory requirements and internal policies
• Provide feedback to senior management on market trends, client preferences, and opportunities for innovation

Requirements:

• Bachelor’s degree in finance, economics, or a related field
• At least 2 years of experience in client relationship management, sales, or a similar role in the financial services industry
• Strong knowledge of cryptocurrency markets and investment products
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office suite and CRM software
• Bilingual in English & Mandarin is a mandatory requirement

• Build and maintain strong, long-lasting client relationships
• Serve as the primary point of contact for clients, addressing their inquiries and concerns promptly and professionally
• Develop a thorough understanding of clients’ financial goals, risk tolerance, and investment preferences
• Conduct regular portfolio reviews with clients to assess performance, discuss investment strategy, and identify opportunities for portfolio optimization
• Collaborate with our investment team to develop and implement tailored investment strategies for clients
• Conduct sales-related activities, including prospecting, lead generation, and client presentations
• Keep abreast of market trends and developments in the cryptocurrency space
• Collaborate with the marketing team to develop strategies for promoting our services and increasing brand visibility
• Represent the company at industry events, conferences, and seminars to promote our services and build relationships with potential clients
• Ensure compliance with regulatory requirements and internal policies
• Provide feedback to senior management on market trends, client preferences, and opportunities for innovatio