Premium Client Manager

2 semanas atrás

São Paulo, São Paulo, Brasil Bipa Tempo inteiro
We are looking for a Bipa Premium Client Manager to manage and expand Bipa Premium's high-net-worth client portfolio, providing consultative and strategic service. This professional will play a key role in delivering a personalized experience to both existing and future high-income clients of Bipa.Key Responsibilities:
Manage a portfolio of high-net-worth clients, ensuring a personalized and proactive service;
Actively sell Bitcoin, presenting it as a long-term financial growth tool and encouraging clients to take advantage of Bipa's benefits;
Develop strategies to increase premium client retention;
Build and maintain long-term relationships, understanding individual needs and proposing tailored financial solutions;
Collaborate with internal teams (product, compliance, customer service) to ensure a smooth and efficient experience;
Be passionate about Bitcoin and ready to help impact the lives of Bipa's high-income clients;
Track performance and satisfaction metrics, continuously seeking improvements to boost sales and retention.Qualifications:
Previous experience in consultative sales and premium client management (private banking, wealth management, investments, fintechs);
Experience withinvestments;
Strong knowledge of Bitcoin and the crypto market;
Ability to handle strategic negotiations and influence financial decisions;
Consultative, persuasive, and results-oriented profile;
Excellent communicationand networking skills;
Advanced/Fluent English.Nice to Have:
Financial certifications (CFP, CPA-20, CEA);
Experience in fintechs or a similar environment.Benefits:
Health Insurance Dental Plan Meal Voucher (CAJU) Stock Options from Day One#J-18808-Ljbffr

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