Relationship Manager
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What You’ll Be Doing
建立并维护稳固的客户关系,定期Review,了解用户交易需求、资金规模与产品需求。
对所负责客户的 资产规模、交易量、收益贡献等关键指标(KPI)负责 ,按月度/季度完成业绩目标。
深入理解各家主流交易平台的各产品条线(如:现货、合约、期权、Earn/理财、结构化产品等),能够为客户提供对比分析和专业建议。
Identify and acquire potential high-value clients (including but not limited to professional traders, family offices, etc.) through multiple channels such as in-person visits, industry events, communities and referrals.
Quickly profile and identify high-potential target clients, maintain a structured lead pipeline and follow-up rhythm.
Build and maintain strong, long-term relationships with clients; conduct regular reviews to understand their trading needs, capital scale and product preferences.
Take full responsibility for key KPIs of your client portfolio, including asset under management, trading volume and revenue contribution, and achieve monthly/quarterly performance targets.
Develop an in-depth understanding of major product lines on leading trading platforms (e.g. spot, perpetuals, options, Earn/wealth management, structured products, etc.) and provide professional comparison and recommendations to clients.
Gather client needs and pain points, and work with product, operations and other internal teams to deliver customized solutions for key clients.
Continuously track industry trends, competitor strategies and new product types; quickly absorb new knowledge and translate it into valuable insights and suggestions for clients.
Regularly share client/market feedback and competitive intelligence to provide frontline input for internal strategy and product iteration.
What We Look For In You
至少 2 年及以上 web3 行业工作经验 ,对主流交易所、钱包、托管、DeFi 等产品有实际使用或服务经验。
明确的 KPI & 结果导向 ,习惯用数据衡量业绩。
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.
Able to quickly identify and qualify target clients, with 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.
Perks & Benefits
Competitive total compensation package
Various team building programs and company events
More that we love to tell you along the process!
About OKX
Global cryptocurrency exchange offering spot and derivatives trading, DeFi access, and Web3 services powered by blockchain technology.
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