Job Description
Working At Bitso
We are a diverse team that takes pride in understanding the perspectives of others. We fully embrace working remotely and we are eager to act, improve and accelerate progress inside and outside of our organization.
To drive revolutionary changes in society and make crypto useful, we delight our customers with world-class products, deep care, and intentional empathy.
Your Purpose
Bitso is seeking a high-caliber VIP Account Advisor in Mexico City to join a strategic, high-growth initiative within our Retail Business Unit. This is a role for a hybrid professional: someone with the pedigree of traditional wealth management and the forward-thinking mindset of the crypto industry.
You will be responsible for acquiring and managing a portfolio of High Net Worth Individuals (HNWI), serving as their primary bridge to the digital asset economy. We are building a white-glove service tier that demands discretion, financial acumen, and a proactive sales approach.
Reports To
General Manager of Retail
Who You Are
- A Trusted Advisor: You carry yourself with the polish and discretion expected by private banking clients. You are comfortable discussing macroeconomics, portfolio allocation, and risk management.
- A Self-Starter: You don’t wait for leads to be handed to you. You are comfortable picking up the phone, asking for referrals, and closing deals.
- Bilingual Communicator: You can navigate complex financial discussions in Spanish with local nuance, and coordinate with internal global teams in English.
- Requirements
- Experience: 5+ years in Private Banking, Wealth Management, Investment Advisory, or Institutional Sales.
- Certification: Current AMIB Figura 3 certification is highly preferred.
- Note: If you do not currently hold this, you must be willing and able to study for and pass the exam within your first 3 months of employment.
- Network: A proven track record of managing HNWI relationships in Mexico.
- Crypto Knowledge: You don’t need to be a developer, but you must understand the fundamentals of Bitcoin, Stablecoins, and DeFi yields better than the average investor.
What You Will Do
Business Development:
- Proactively identify and acquire new HNWI clients through networking, referrals, and external prospecting.
- Leverage your existing network of sophisticated investors to introduce them to Bitso’s premium value proposition.
- Represent Bitso at private industry events, dinners, and closed-door forums to build pipeline.
Portfolio Management:
- Manage a select book of high-value relationships, ensuring retention and driving the consolidation of their assets onto Bitso.
- Act as a strategic partner to your clients, helping them navigate market volatility and understanding how crypto fits into their broader wealth strategy.
Advisory & Execution:
- Provide market insights and execute trades or strategies aligned with client goals (within regulatory frameworks).
- Oversee the entire client lifecycle, from complex onboarding (KYC/AML for large accounts) to daily liquidity needs.
Revenue Generation:
- Meet and exceed quarterly targets based on Net New Money and Revenue Generation from client activity.
Research in Diversity, Equity, and Inclusion suggests that individuals may hesitate to apply for jobs if they do not meet all the listed criteria. At Bitso, we value diversity and your unique strengths could be just what we’re looking for. If this role excites you but you don’t match every point in the description, we still want to hear from you.
#LI-Remote
Who We Are
With over 9 million users, Bitso is the leading cryptocurrency platform in Latin America. We are developing the cryptocurrency ecosystem in the region and enabling financial inclusion. We believe crypto is the future of finance, and we’re committed to making it useful by providing equal access to safe and intuitive financial products.
When we hire people for our team, we specifically test for the following traits in addition to our cultural values:
Mission-Driven: We seek individuals who are passionate about crypto and Bitso’s mission and resilient in facing industry challenges
High Sense of Urgency: We prioritize candidates who demonstrate a high sense of urgency and responsibility.
Exceptional Hard Skills: We seek individuals who possess exceptional skills in their respective fields, with no room for mediocrity.
Self-Management: We look for individuals who can independently manage their work, career, and professional development.
Compensation & Benefits
At Bitso, you are taking the front seat on the edge of crypto innovation, creating the next generation of crypto-powered products.
So for those willing to commit, adapt and pioneer the most important change of the century we offer:
- Me Time program, including unlimited paid time off.
- Remote-first work environment.
- Employee Stock Option program.
- Zero trading fees through our Bitso Alpha app.
- Extended Family Leave Policy: all birthing parents, non-birthing parents and adopting parents are eligible for a 4-months leave.
- Premium health, dental and life insurances in Mexico, Gibraltar, Colombia, USA, Brazil and Argentina.
- Monthly stipend for gym memberships, relaxation activities, sports equipment, cooking classes, books, entertainment and more.
Want to leave an undoubtedly legacy with us? Fasten your seatbelt and join this spaceship, where you will find exponential growth and the opportunity to thrive!
- These are the applicable requisites, although equivalent competencies in any of the above will also be considered.
- To see our Privacy Policy please click here.
