What You Will Be Doing:

📍Build and maintain strong relationships with clients to understand their financial goals and investment objectives. 📍Communicate with clients regularly to provide updates on portfolio performance, market trends, and investment opportunities. 📍Leverage your deep understanding of investment products, asset classes, and market instruments to construct tailored investment strategies. 📍Conduct thorough research and analysis to identify suitable investment opportunities, optimize portfolio performance, and ensure alignment with client objectives. 📍Provide product-specific insights and recommendations to clients, addressing their inquiries and concerns regarding portfolio composition and performance. 📍Develop and deliver product-related presentations and training sessions for clients and internal stakeholders. 📍Stay up to date on industry regulations, compliance requirements, and product developments to ensure adherence to best practices and standards. 📍Stay informed about market trends, economic indicators, and regulatory changes that may impact client portfolios. 📍Meet with prospective clients to discuss our services and investment offerings and handle client inquiries, requests, and concerns in a professional and timely manner. 📍Serve as a key point of contact for clients, building and maintaining strong relationships to understand their needs and deliver exceptional service.

Qualifications:

📍Degree in Finance, Economics, or a related field. CFA or similar certifications are a plus. Active Series 3 and 63 (or 66) licenses, required 📍Experience in crypto assets, required 📍5+ years of experience in portfolio management, investment analysis, product management, or related roles within the financial services industry 📍Strong knowledge of investment products, asset classes, market instruments, and portfolio construction techniques. 📍Excellent analytical skills and attention to detail with the ability to interpret complex product information and data. 📍Effective communication and presentation skills with the ability to convey product insights and recommendations to clients and stakeholders. 📍Ability to work collaboratively with cross-functional teams, adapt to changing market conditions, and prioritize competing demands.