Roy V. Capital, a boutique advisory firm at the crossroads of traditional finance and Web3, is hiring a Wealth Management Advisor to acquire and manage high-net-worth and institutional clients for its hybrid discretionary wealth-management services. This is a remote, contract-based opportunity with performance-based compensation.

Key Responsibilities:

• Source and qualify high-net-worth individuals (HNWIs), family offices, and institutional prospects through personal networks, events, and online platforms.

• Present the firm’s hybrid wealth offering combining traditional assets and digital asset strategies.

• Coordinate discovery meetings, KYC documentation, and onboarding processes with the investment team.

• Maintain strong client relationships during the initial 12-month period, ensuring satisfaction and identifying upsell opportunities.

• Promote value-added services such as AI wealth-management tools and tokenomics consulting.

Qualifications and Skills:

• Proven network of HNWIs, founders, family offices, and investment decision-makers.

• Deep understanding of both traditional finance instruments (ETFs, sukuk, private credit) and Web3 assets (staking, DeFi, tokenized RWAs).

• Strong consultative sales skills and ability to meet performance targets.

• Experience using CRM tools (e.g., HubSpot) and conducting virtual client meetings.

• Self-motivated, organized, and capable of working independently in a remote setup.

Contract Type: Remote | Commission-based with future transition to base + commission

About Roy V. Capital:
Roy V. Capital is a forward-thinking advisory firm providing institutional-grade wealth management solutions that blend traditional finance with cutting-edge blockchain innovations. With a focus on discretion, security, and financial evolution, the firm supports clients through sophisticated asset strategies and next-generation investment opportunities.