Position overview

The Account Manager LATAM role is an integral part of the Customer Success Team and will be responsible for managing an assigned portfolio of high net worth customer accounts at Xapo Bank. Account Managers are responsible for identifying leads, building relationships with their customers and assisting them when the need arises on all Xapo Banks products. In collaboration with the regional Customer Success Advisors, Account Managers ensure that our customers enjoy consistent support during the onboarding process and throughout their journey with Xapo, creating a “customer for life” experience.

This role requires someone who is open and available to travel, whether it’s attending regional events to represent Xapo or meeting clients in person to strengthen relationships. Your goal will be to retain and grow our client base, while always putting the customer first.

Account 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 HNW customer relationships in the LATAM region.
Understand their customers needs and formulate appropriate solutions to meet the needs 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 update 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
Achieving your KPIs/targets in alignment with the overall objectives of the team and business
Providing product demonstrations to prospects and customers.
Working alongside the team to draw up strategies to increase customer base and cross selling opportunities to grow AUM.
Take all measures, go above and beyond, to ensure clients needs are met whether this is through the onboarding process or when they have become a member
Keeping up-to-date with advancements in the crypto and traditional finance industries
Escalate issues that are specific to the region to Product and other partner teams

Skills needed

Fluent in English and Spanish
3+ 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 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.
Devices and other essential equipment that meet minimal technical specifications.
Alignment with Our Values and the Xapo Values-Driven Leadership principles.

Account Manager

LATAM

Remote

Mid-level

Xapo Bank