Job Description
Full job description
At a Glance: The Story Behind AMINA
Founded in April 2018 and headquartered in Zug, AMINA Bank is a pioneer in the financial industry. In August 2019, AMINA received a Swiss banking and securities dealer license from FINMA. The broad, vertically integrated spectrum of services, combined with the highest security standards, make AMINA’s value proposition unique.
AMINA operates globally from its regulated hubs in Switzerland, Abu Dhabi, and Hong Kong to offer fiat and crypto services to progressive investors, traditional and crypto-native alike, whether individuals, corporates, or institutions.
CVVC Global Report and CB Insights named AMINA as one of the Top 50 Companies within the blockchain ecosystem. Aite Group awarded AMINA their 2021 Digital Wealth Management Impact Innovation Award in the ‘Digital Startup of the Year’ category, and LinkedIn listed AMINA as one of the Top Startups 2021 in Switzerland. In 2022, AMINA won the Digital Assets Offering or Service at the WealthBriefing Swiss EAM Awards, and the bank was also recognised for its product offering SEBAX and won the Best ETP of the Year award at the Swiss ETF Awards 2022. In 2023, AMINA won the European WealthBriefing Award in the Digital Assets Solution, Fund Manager category.
AMINA India is a wholly owned subsidiary of AMINA Bank AG. AMINA India acts as a virtual extension of the bank supporting activities spanning trading & liquidity management, digital assets research, marketing, investment solutions, risk management, account management, mid/back-office, product management, technology & engineering, IT support, finance and human resources.
Your Mission (Should You Choose to Accept It)
As a Client Success Manager, you will be the trusted partner for AMINA clients, ensuring exceptional client experience and driving growth opportunities. Working closely with Senior Relationship Managers, you will offer strategic support, manage onboarding and lifecycle servicing, acting as the key partner to deliver seamless client experience.
Your AMINA To-Do List
Strategic Support
Provide proactive support to Relationship Managers across all aspects of day-to-day client management to strengthen client engagement and retention.
Act as the primary escalation point for complex client inquiries, ensuring prompt and professional resolutions.
Maintain accurate client records in CRM and ensure data integrity for business reporting and risk assessments.
Growth Initiatives
Monitor client activity and proactively identify opportunities for upselling and cross-selling AMINA’s banking and crypto products.
Provide feedback to product teams based on client needs and Web3 market trends, that will drive pipeline growth.
Client Lifecycle Management
Own end-to-end onboarding workflow for AMINA prospects and leads ensuring timely delivery and seamless client experience including but not limited to the following activities:
Document collection and completeness
Due Diligence Questionnaire
AML/ KD Prevent queries and risk-review support.
Compliance and Middle Office Operations Liaison for all account management tasks
Data/CRM hygiene
All back-office and middle-office requests from clients and prospects including but not limited to:
Deposits/Withdrawals
Wallet Whitelisting
Delivery in and out
Bank confirmation requests & providing statements and documentation
Private Key Control Procedure (PKCP)
Trader Access
Execution support for standard trades + order monitoring
Conduct and review periodic risk assessments for assigned clients. Ensure timely and accurate documentation, liaising with Compliance, Legal, and Operations teams.
Risk Management
Identify and address potential risks in onboarding and ongoing account management processes.
Ensure adherence to internal policies and regulatory standards for crypto-native and hybrid structures.
Your golden ticket to the AMINA team:
6+ years of experience in customer success, or account management within financial services, digital assets or fintech.
Strong relationship-building and communication skills with a sales mindset and the ability to identify growth opportunities.
Excellent communication skills in English (further European language a plus).
Familiarity with blockchain, digital assets, and Web3 ecosystems.
High energy, hands-on mindset, and ability to work cross-functionally
Why We’re Awesome
We owe our exponential growth to our innovative and collaborate team spirit and talented workforce. Every voice counts as we are always committed to learning from diverse perspectives and backgrounds because our people make the difference at AMINA Bank. Regardless of your age, gender, belief, and background, at AMINA EVERYONE is welcome!
Join our skilled team and together redefine finance.
At a Glance: The Story Behind AMINA
Founded in April 2018 and headquartered in Zug, AMINA Bank is a pioneer in the financial industry. In August 2019, AMINA received a Swiss banking and securities dealer license from FINMA. The broad, vertically integrated spectrum of services, combined with the highest security standards, make AMINA’s value proposition unique.
AMINA operates globally from its regulated hubs in Switzerland, Abu Dhabi, and Hong Kong to offer fiat and crypto services to progressive investors, traditional and crypto-native alike, whether individuals, corporates, or institutions.
CVVC Global Report and CB Insights named AMINA as one of the Top 50 Companies within the blockchain ecosystem. Aite Group awarded AMINA their 2021 Digital Wealth Management Impact Innovation Award in the ‘Digital Startup of the Year’ category, and LinkedIn listed AMINA as one of the Top Startups 2021 in Switzerland. In 2022, AMINA won the Digital Assets Offering or Service at the WealthBriefing Swiss EAM Awards, and the bank was also recognised for its product offering SEBAX and won the Best ETP of the Year award at the Swiss ETF Awards 2022. In 2023, AMINA won the European WealthBriefing Award in the Digital Assets Solution, Fund Manager category.
AMINA India is a wholly owned subsidiary of AMINA Bank AG. AMINA India acts as a virtual extension of the bank supporting activities spanning trading & liquidity management, digital assets research, marketing, investment solutions, risk management, account management, mid/back-office, product management, technology & engineering, IT support, finance and human resources.
Your Mission (Should You Choose to Accept It)
As a Client Success Manager, you will be the trusted partner for AMINA clients, ensuring exceptional client experience and driving growth opportunities. Working closely with Senior Relationship Managers, you will offer strategic support, manage onboarding and lifecycle servicing, acting as the key partner to deliver seamless client experience.
Your AMINA To-Do List
Strategic Support
Provide proactive support to Relationship Managers across all aspects of day-to-day client management to strengthen client engagement and retention.
Act as the primary escalation point for complex client inquiries, ensuring prompt and professional resolutions.
Maintain accurate client records in CRM and ensure data integrity for business reporting and risk assessments.
Growth Initiatives
Monitor client activity and proactively identify opportunities for upselling and cross-selling AMINA’s banking and crypto products.
Provide feedback to product teams based on client needs and Web3 market trends, that will drive pipeline growth.
Client Lifecycle Management
Own end-to-end onboarding workflow for AMINA prospects and leads ensuring timely delivery and seamless client experience including but not limited to the following activities:
Document collection and completeness
Due Diligence Questionnaire
AML/ KD Prevent queries and risk-review support.
Compliance and Middle Office Operations Liaison for all account management tasks
Data/CRM hygiene
All back-office and middle-office requests from clients and prospects including but not limited to:
Deposits/Withdrawals
Wallet Whitelisting
Delivery in and out
Bank confirmation requests & providing statements and documentation
Private Key Control Procedure (PKCP)
Trader Access
Execution support for standard trades + order monitoring
Conduct and review periodic risk assessments for assigned clients. Ensure timely and accurate documentation, liaising with Compliance, Legal, and Operations teams.
Risk Management
Identify and address potential risks in onboarding and ongoing account management processes.
Ensure adherence to internal policies and regulatory standards for crypto-native and hybrid structures.
Your golden ticket to the AMINA team:
6+ years of experience in customer success, or account management within financial services, digital assets or fintech.
Strong relationship-building and communication skills with a sales mindset and the ability to identify growth opportunities.
Excellent communication skills in English (further European language a plus).
Familiarity with blockchain, digital assets, and Web3 ecosystems.
High energy, hands-on mindset, and ability to work cross-functionally
Why We’re Awesome
We owe our exponential growth to our innovative and collaborate team spirit and talented workforce. Every voice counts as we are always committed to learning from diverse perspectives and backgrounds because our people make the difference at AMINA Bank. Regardless of your age, gender, belief, and background, at AMINA EVERYONE is welcome!
Join our skilled team and together redefine finance.
💡 Quick Summary
Seeking a career-building opportunity? The Client Coverage Manager position is now open for candidates interested in the Back Office Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
