Relationship Manager - UK (Remote - Work from Anywhere) New UK (Remote)

Work from anywhere, impact everywhere. Diversity is at the heart of who we are at Xapo Bank. We’re a fully distributed team of over 180 Xapiens that work remotely from 40+ countries around the world. Our beginning: A world that enjoys economic freedom and wealth protection, no matter where you live or who is running your country. To achieve that, we search the world for the best people for the job. We work hard, think globally, and inspire each other to learn and grow. We are committed to changing the way things are done. Risk is inherent in all of our business activities and managing risk well is the responsibility of every Xapien. Sound risk management enables us to serve our customers and deliver value for our shareholders, and helps make Xapo a great place to work. Although we are headquartered in Gibraltar, this is a full time, 100% remote position.

Position overview: The Relationship Manager role is an integral part of the Relationship Management department and will be responsible for managing an assigned portfolio of both institutional and retail accounts at Xapo Bank. Relationship Managers are responsible for identifying leads, building relationships with their clients and assisting them when the need arises on all Xapo Banks products. Relationship Managers are tasked with achieving a defined revenue target through retention of existing business and acquisition of new business, in order to maximise the bank’s profitability.

Responsibilities:

• Originate, onboard and maintain institutional and retail relationships in the UK and Europe.
• Understand client needs and formulate appropriate solutions based on the customers' circumstances and risk appetite.
• Act as an escalation point regionally for Customer Success Advisors when providing banking services to customers.
• Attend regional events to promote the Xapo brand and obtain new leads.
• Meet existing customers face to face to grow relationships.
• Monitor customers' portfolio and provide timely updates to clients as appropriate.
• Be an expert in the products Xapo offers, perform regular reviews with customers to re-assess client’s risk profile and wealth management needs.
• Perform tasks in accordance with regulatory and compliance requirements.
• Achieve KPIs/targets in alignment with the overall objectives of the team and business.
• Provide product demonstrations to prospects and customers.
• Work alongside the team to draw up strategies to increase customer base and cross selling opportunities to grow AUM.
• Take all measures to ensure clients' needs are met whether through the onboarding process or after they have become a member.
• Keep up-to-date with advancements in the crypto and traditional finance industries.
• Escalate issues specific to the region to Product and other partner teams.

Skills needed:

• Fluency in English is essential; proficiency in additional languages is a valuable asset.
• 5+ years of customer facing banking experience in private banking, private wealth, investment banking or commercial banking.
• Professional or personal exposure to the crypto markets.
• Track record of originating leads and managing existing relationships with customers in the financial services industry.
• Confidence in orchestrating face to face and online meetings with customers and handling enquiries from prospects at industry events.
• Track record of achieving KPIs/targets relating to conversion and AUM growth.
• Strong regional network in the UK financial services sector.
• A solid understanding of fiat payment rails and stablecoins.

Other requirements:

• A dedicated workspace.
• A reliable internet connection with the fastest speed possible in your area.
• Alignment with Our Values and the Xapo Values-Driven Leadership principles.

Why work for Xapo?

• IMPACT GLOBALLY, WORK REMOTELY.
• Shape the Future: Improve lives through cutting-edge technology, work 100% remotely from anywhere in the world.
• Great work-life balance: Build amazing things with a balance of autonomy and collaborative teamwork.
• Set your own work schedule and make use of a flexible PTO plan when you need to recharge.
• Expect Excellence: Collaborate, learn, and grow with a high-performance team.
• Learn how you learn best - from books to conferences, you’ll get a yearly budget for your individual learning and development goals.

At Xapo, we prioritise consumer protection and adhere to regulatory requirements by ensuring that all Xapiens are accountable for upholding principles of fair treatment, transparency, and ethical conduct in their interactions with customers and stakeholders.

Xapo Device Policy: Consultants joining Xapo Bank must comply with the Xapo Device Policy, which governs the use of corporate-approved laptops under Corporate-Owned, Personally Purchased Device (reimbursed up to $1,500) or Corporate-Owned, Personally Enabled Device (personal device with enforced security controls). All devices must meet security requirements, enroll in Xapo’s Mobile Device Management (MDM), and adhere to compliance rules. COPPD devices remain Xapo property with buyback options upon exit. COPED users agree to data control measures, including mandatory corporate data wipes. Compliance with the Xapo Device Policy is mandatory for all consultants, onboarding will not proceed without adherence to the policy.