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Trade Relationship Manager
2 months ago
**Our Company Overview**
Virgo Digital Asset Management Inc. is a rapidly growing Canadian wealth management firm dedicated to delivering exceptional financial services to our clients. With a focus on personalized and tailored solutions, we provide comprehensive investment management, financial planning, and advisory services to individuals, families, and businesses.
**Our Mission**
We are committed to delivering commission-free cryptocurrency trading services globally, with a diverse business lines including VirgoCX, VirgoCX Wealth, Virgo Wealth, and Virgo Digital Asset Management. Our goal is to become an integrated global digital asset service provider.
**Job Summary**
We are seeking a highly skilled Trade Relationship Manager to join our team. The ideal candidate will be responsible for managing client relationships, conducting sales-related activities, and providing exceptional service to our clients.
**Key Responsibilities**
- Develop a thorough understanding of clients' financial goals, risk tolerance, and investment preferences
- Conduct regular portfolio reviews with clients to assess performance, discuss investment strategy, and identify opportunities for portfolio optimization
- Keep abreast of market trends and developments in the cryptocurrency space
- Collaborate with the marketing team to develop strategies for promoting our services and increasing brand visibility
- Ensure compliance with regulatory requirements and internal policies
- Provide feedback to senior management on market trends, client preferences, and opportunities for innovation
**Requirements**
- Bachelor's degree in finance, economics, or a related field
- At least 4 years of experience in client relationship management, sales, or a similar role in the financial services industry
- Strong knowledge of cryptocurrency markets and investment products
- Proficiency in Microsoft Office suite and CRM software
- Bilingual in English & Mandarin is a mandatory requirement