Institutional Relationship Manager (VIP)
8.0/10
Okx
$82,000 – $138,000 USD
Remote
mid
10 days ago
cryptofintechweb3Client AcquisitionDerivativesVIP Client ManagementFinance DegreeBanking BackgroundBachelor's DegreeFinancial MarketsRelationship ManagementCommunication Skills
AI Summary
The vacancy is well-structured with clear responsibilities and requirements, though some details on compensation and processes could be improved.
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Description
What You’ll Be Doing
- •**Institutional Client Development & Acquisition**: Proactively identify and develop high-value institutional clients with significant asset scale and trading potential, including professional investment firms, asset management companies, quantitative trading teams, and family offices.
- •**Deep Relationship Management & Client Lifecycle**: Develop a thorough understanding of each client's trading strategy, capital structure, and product needs, and deliver tailored service solutions accordingly.
- •**KPI Ownership & Business Performance**: Take full ownership of key performance metrics for your client portfolio, including AUM, trading volume, and revenue contribution.
- •**Consultative Product Sales**: Develop deep expertise across the platform's full product suite — including spot, derivatives, structured products, and institution-exclusive services — and provide tailored product recommendations based on each client's investment strategy and business objectives.
- •**Client Needs Synthesis & Cross-Functional Collaboration**: Gather and synthesize institutional client pain points and customization requests. Coordinate with internal teams across product, risk, compliance, and operations to deliver bespoke solutions for key clients.
- •**Market Intelligence & Competitive Tracking**: Stay current on institutional crypto market trends and competitor service strategies.
Perks & Benefits
- •Competitive total compensation package
- •Various team building programs and company events
- •More that we love to tell you along the process!
Requirements
What We’re Looking For
- •At least 2 years of work experience in the Web3 industry, with hands-on usage or service experience related to major exchanges, wallets, custody solutions, DeFi products, etc.
- •Strong communication, negotiation and relationship-building skills.
- •Experience in managing high-potential client relationships, client service or account operations is preferred.
- •Basic understanding of financial markets, derivatives and risk–return; background in banking, securities or asset management is a strong plus.
- •Clear KPI & result orientation, and comfortable using data to measure and manage performance.
- •Comfortable with a high-intensity work pace and frequent travel / client visits.
- •Strong self-motivation and resilience, able to find paths forward and drive execution in an uncertain environment.
- •Able to work in both Chinese and English (listening, speaking, reading and writing).
- •Bachelor’s degree or above; majors in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science or related fields are preferred.
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