Relationship Manager

• •Develop and maintain strong relationships with key clients, ensuring their needs are consistently met and they receive exceptional service.
• •Identify and pursue cross-sell opportunities on existing accounts, contributing to the FY revenue target set by the Board.
• •Meet the annual OKRs set by Head of Relationship Management.
• •Serve as the primary point of contact for clients, efficiently addressing their inquiries, concerns, and requests promptly and professionally.
• •Review account performance and discuss future strategies with our clients.
• •Understand what the business wants from each client and what each client expects from the business.
• •Develop and implement strategies to enhance client retention and satisfaction, ensuring long-term client loyalty.
• •Provide clients with technical updates and product feature reviews dependent on client strategy.
• •Effectively communicate and collaborate with internal stakeholders to ensure seamless service delivery and coordinate relevant updates for clients.
• •Ensure all feedback and opportunities are communicated, pursued and tracked appropriately.
• •Maintain organised and accurate records of client interactions, communications and account health.
• •Action all required projects (commercial and regulatory) ensuring unified communication and collaboration between clients and internal teams.
• •Act as the primary company stakeholder for managing and responding to existing client Due Diligence Questionnaire (DDQ) requests, ensuring timely and accurate completion.
• •Oversee the technical setup process for clients post-onboarding, ensuring that all configurations are completed efficiently and align with the expected Annual Recurring Revenue (ARR) targets.
• •Manage the wind-down processes during the off-ramp phase of clients, ensuring a smooth and orderly transition.
• •Stay informed about industry developments, regulatory changes, and emerging technologies in the cryptocurrency space.

• •At Copper, we keep innovation, openness, and curiosity at the centre of everything we do. Here, bold ideas get the spotlight, learning is constant, and diversity shapes our team from the ground up.
• •Jump into a fast-moving, dynamic team that loves a challenge and knows how to have fun along the way. Collaboration is just as important as results—you’ll be surrounded by smart, driven colleagues in London and across our APAC, Switzerland, UAE, and US offices.
• •Hybrid working model – we believe in the value of bringing people together and at the same time we embrace the adaptability of flexibly working.
• •Diversity and inclusion matter to us – they’re woven into Copper life. From employee-led groups like Women at Copper to a committee focused on community and wellbeing, you’ll have a network that supports you from day one. Everyone voice matters.
• •If you’re looking to ramp up your career, or keen to do something new in your field, with us, you’ll keep moving forward.

• •Paid Time Off - 25 days annual leave per annum in addition to local bank holidays. Employees also receive one additional day of annual leave for each year of service.
• •Comprehensive health cover - medical, optical and dental benefits.
• •Life Insurance
• •Commuter Benefit Programme.

**Essential**

• •Experience working in the crypto industry with an in-depth knowledge of Crypto, Custody and Trading platforms.
• •Excellent written and verbal communication skills.
• •Demonstrated experience building trust and influencing decision-makers in order to develop long-lasting business relationships, and design effective client strategies.
• •Comfortable having a high degree of autonomy and shown ability in managing priorities from multiple internal and external partners.
• •Prior experience working in a finance or a trading firm and understanding key financial systems and fund structures.
• •In-depth knowledge of the financial services industry.
• •Proven success building relationships with both internal and external stakeholders in an organised and professional manner.
• •Logical thinker/problem solver who is self-motivated and a strong contributor within a team.

**Desirable**

• •Strong understanding of project management principles.
• •Previous experience working with Salesforce or a similar CRM tool.

**Professional Qualifications**

• •FINRA SIE Certified – Securities Industry Essentials
• •FINRA Series 7 Certified – General Securities Representative
• •FINRA Series 63 Certified – Uniform Securities Principal