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Private Client Advisor

Nobi

Date listed

1 month ago

Employment Type

Full time

Remote

Yes

Found on:

Responsive image Remote OK

Company Description

NOBI helps people easily get more from their crypto asset & simplify their crypto investment experience. Our engineering team run hundreds of blockchain nodes, integrates with numerous DeFi smart contracts and run numerous real time robo trading to simplify the life our customers.

We’re here so that everyone can be part of the global cryptocurrency movement. Join us!

Job Description

  • Build and maintain relationships with high net worth individuals interested/involved in cryptocurrencies.

  • Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and investment preferences.

  • Provide personalized investment advice and develop tailored strategies to help clients achieve their financial objectives.

  • Stay updated on the latest market trends, regulatory changes, and industry developments related to cryptocurrencies.

  • Functions as an OTC trading desk for these private clients.

  • Proactively identify investment opportunities and provide recommendations to clients based on thorough research and analysis.

  • Collaborate with internal teams, such as product managers, investment and legal team, to ensure compliance with regulatory requirements and provide clients with accurate and up-to-date information.

  • Keep clients informed about their portfolio performance, market updates, and any changes in investment strategies.

  • Act as a trusted advisor to clients, addressing their inquiries, concerns, and providing ongoing support and guidance.

  • Attend networking events for high end segment in order to meet new people who can be Nobi’s potential clients.

  • Stay current on emerging technologies and trends within the cryptocurrency industry to better serve clients.

Qualifications

  • Bachelor's Degree in finance, economics, business, or a related field. Relevant certifications (e.g., CFA, CFP) are highly desirable.

  • Proven experience as a Private Client Advisor or similar role, preferably in the cryptocurrency or financial industry, with a focus on high net worth individuals.

  • Deep knowledge and understanding of cryptocurrencies, blockchain technology, and the broader financial markets.

  • Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.

  • Demonstrated ability to work in a fast-paced and dynamic environment, managing multiple client relationships and priorities simultaneously.

  • High ethical standards and commitment to maintaining client confidentiality.

  • Results-oriented mindset with a track record of exceeding targets and delivering exceptional client service.

  • Strong problem-solving skills and ability to adapt to changing market conditions.

Salary and compensation

No salary data published by company so we estimated salary based on similar jobs related to Crypto, Legal and Non Tech jobs that are similar:

$60,000 — $110,000/year

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