What are the responsibilities and job description for the Vice President of Wealth Management position at Digifinex inc?
Company Introduction
We are a cryptocurrency exchange primarily serving global users. We offer a diverse range of services including spot trading, leveraged contracts, wealth management, lending, and cloud mining. We support trading in various digital assets and our own token, DFT, for trading fee discounts and rewards.
We plan to establish a branch office in Los Angeles in March 2026. Currently in the pre-construction phase, we are actively recruiting top talent to join us and prepare for the company's official launch in the US market.
Our work model is highly flexible, supporting remote work and providing an international, multicultural work environment.
We are focused on driving the development of the cryptocurrency options trading market through innovation and leadership, adhering to honest and prudent investment principles, and providing clients with reliable investment solutions and risk management strategies.
Job Overview:
The Vice President of Wealth Management leads the company's wealth planning and asset allocation business for high-net-worth clients, coordinates the investment advisory team, and formulates comprehensive wealth management strategies to achieve the preservation, appreciation, and long-term sustainable growth of client assets. This position requires strategic vision, strong client relationship management skills, and in-depth knowledge of financial products.
Key Responsibilities:
Strategic Management
Formulate and execute the company's overall wealth management strategy and annual goals;
Design comprehensive asset allocation solutions for high-net-worth and ultra-high-net-worth clients;
Drive the digitalization and diversification of the wealth management business.
Client and Business Development
Maintain existing high-net-worth client relationships, ensuring client satisfaction and retention rates;
Identify and expand potential client groups, including family offices, business owners, and private banking clients;
Participate in high-end client events and investment forums to enhance brand influence.
Investment and Product Management
Oversee the execution of investment strategies, including equities, bonds, funds, alternative investments, trusts, and insurance planning;
Review and optimize investment recommendations from financial advisors to ensure a balance between compliance and returns;
Work closely with research, product, risk, and compliance departments to improve the investment product portfolio.
Team and Performance Management
Lead and motivate the wealth management advisor team, establishing performance indicators and incentive mechanisms;
Provide training and professional guidance to enhance advisors' client insight and asset planning capabilities;
Manage departmental budgets and resource allocation to ensure business growth targets are achieved.
Compliance and Risk Control
Monitor client account activities to ensure compliance with company and regulatory requirements;
Regularly review portfolio risks and provide risk mitigation solutions;
Establish and improve internal control processes.
Join us and you will receive:
Flexible remote work options
Freedom to choose your projects and areas of expertise
Competitive compensation package
Continuous and diverse project opportunities
Career development and growth support
International and multicultural team
Healthy work-life balance
Stock dividends and performance bonuses
Retirement account contributions
Medical and accident insurance
Job Requirements:
Bachelor's degree or above in Finance, Economics, Accounting, Management, or a related field; MBA preferred;
Over 15 years of experience in wealth management, private banking, or asset management, including at least 5 years in a leadership position;
Familiar with international investment markets, family trusts, tax and inheritance planning;
Preference will be given to candidates with professional qualifications such as CFA, CFP, or CPA;
Excellent communication and negotiation skills, with strategic thinking and client insight;
Fluent in English, able to communicate professionally with international clients.