Digital Assets Wealth Manager

 

Description:

We are seeking a skilled and strategic Wealth Manager with a minimum of 3 years relevant digital asset experience to lead the development and implementation of comprehensive marketing and sales strategies tailored for high-net-worth individuals, institutions, and businesses within the crypto and digital asset space. The primary focus will be on promoting our digital asset platform, with the aim of fostering growth and achieving a target BOT investment of $ 10 Million by March 2024.

 

Responsibilities

• Integrated Marketing and Sales Strategies:

 

• Develop and execute holistic marketing and sales strategies targeting Family Offices, Fund houses, Asset Management companies, High Net worth Individual investors.

 

· Analyze Financial Information

 

·       Wealth managers hold in-depth consultations with clients to learn about their financial goals, risk tolerance, and current asset allocation. They also analyze existing securities and portfolios and supplement their findings with research about possible investments.

 

· Develop Strategies

 

·       The main deliverable of wealth managers is a comprehensive strategy that takes into account all aspects of the client’s finances. Depending on the client’s requirements, this takes the form of financial plans and portfolios that encompass asset allocation, investments, estates, and taxes, with the aim of increasing overall wealth.

 

· Cultivate Client Relationships

 

·       Throughout the whole process, wealth managers interact directly with clients and take charge of setting meeting agendas, presenting plans and reviews, giving regular updates, and addressing inquiries. Ideally, they work with clients long term and possess a track record of completing tasks on time and resolving issues right away.

 

· Manage Assets

 

·       Once the client agrees with their recommendations, wealth managers move on to implementation by managing assets and setting up investments. They then monitor these on a regular basis to review performance and make adjustments accordingly.

 

· Collaborate with Advisors

 

·       Given their well-rounded perspective of their client’s financial situation, wealth managers may collaborate with more specialized professionals, such as financial planners, lawyers, and accountants, supplementing plans with additional information and ensuring that proposed solutions align with the client’s major goals.

 

Wealth Manager Skills and Qualifications

 

Wealth managers are experienced professionals with strong financial acumen and a passion for working directly with clients. We at 3.0 verse are looking for wealth managers with a degree in business, accounting, or a related field, and the following skills:

 

· Knowledge of finance – wealth managers must have significant knowledge of finance and economics, along with a sharp eye for business trends, if they are to successfully handle their clients’ assets and investments over the long term

 

· Analytical thinking – it’s essential for wealth managers to be critical thinkers who can conduct research and formulate action steps based on hard data such as crypto prices, client cash flow, and net assets

 

· Communication skills – wealth managers must be excellent at both written and verbal communication since they frequently hold client meetings, coordinate with other professionals, and express their findings through reports and presentations

 

· Relationship management – since wealth managers ideally work with clients for a number of years, a key aspect of the job is relationship management. They should earn the trust of clients through ethical behaviour, a willingness to listen, and consistent performance.

 

· Adaptability – rather than advocating for a financial plan that’s set-in stone, wealth managers recognize that plans undergo constant revision as they adjust to real-time results and changing client goals

Salary Structure:

• Fixed Salary: 15,000 AED
• Variable Pay: High commission based on achieved sales targets and performance metrics.

Qualifications:

• Minimum of 3 years of proven experience in wealth management, financial advisory, or a related field.
• In-depth knowledge of cryptocurrency markets and digital asset investment strategies.
• Strong communication and interpersonal skills.
• Relevant financial certifications (e.g., CFP, CFA) are highly desirable.