Senior Relationship Manager Digital Wealth
Description
As Senior Relationship Manager Digital Wealth, you manage and grow your own portfolio in the high net worth segment, including the largest and most complex client relationships. You operate fully independently, work with your own annual plan, and take on a coaching role toward less experienced colleagues. You'll hold in-depth wealth conversations, translate client needs into tailored proposals covering custody or active management, and make the case for cryptoassets as a serious part of a client's wealth. You'll build your own client base through your network, intermediaries, and inbound leads, while keeping your CRM sharp and delivering quarterly portfolio updates. You'll also represent Amdax at events and networking sessions.
Responsibilities
- Manage and deepen a portfolio of wealthy private clients, including those with more than €2.5 million invested
- Act as the primary point of contact for portfolio clients
- Acquire new clients through personal network, intermediaries, and inbound leads
- Build and maintain an intermediary network
- Conduct complex wealth conversations and translate client situations into tailored proposals
- Advise on custody versus active management and the role of cryptoassets in a portfolio
- Deliver quarterly portfolio updates to clients under active management
- Proactively initiate conversations based on market developments
- Track weekly performance indicators and maintain CRM data quality
- Present at events and networking sessions
Requirements
- 5+ years of demonstrable experience in a commercial or advisory role engaging business owners and/or wealthy individuals
- Proven track record in both client acquisition and portfolio management
- Ability to work fully independently and create an own annual plan
- Affinity with cryptoassets or strong willingness to quickly build expertise
- Excellent communication skills in Dutch and English
- An existing professional network in Dutch business
- Willingness to coach and share knowledge with colleagues
- Experience with HubSpot or a comparable CRM is a plus
- Background in private banking, wealth management, family office or a similar financial environment is a plus
Benefits
- Individual bonus with significant upside for top performers
- Bonus tied to company growth with investment opportunities
- Bitcoin as part of pension
- 25 vacation days
- 8% holiday allowance
- NS Business Card
- Laptop and phone
- Bicycle leasing option
