Institutional Relationship Manager
OKX · Remote Roles - APAC
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h2 class= heading-2 ace-line old-record-id-HMYvdEYlLoNg8uxqFp2lguHqgYd strong Who We Are /strong /h2
div class= ace-line ace-line old-record-id-BUQtdSqjkoARkExE7OLlUczGg1h At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. /div
div class= ace-line ace-line old-record-id-Iuoldc19boZMqOx1aTJluxDGg0b /div
div class= ace-line ace-line old-record-id-QXOSdoLu6o8o6WxKgYQlkWrAgcf OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. /div
div class= ace-line ace-line old-record-id-JWE6d1gvxoL9t9x74lgl5iiggsd /div
div class= ace-line ace-line old-record-id-A2zDdYwaqocW2FxGzdIlVpgJgMh Across our multiple offices globally, we are united by our core principles: em We Before Me /em , em Do the Right Thing /em , and em Get Things Done /em . These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. /div
div class= ace-line ace-line old-record-id-P89Zdbksro7KmhxJpF0lrgFhgie /div
div class= ace-line ace-line old-record-id-KKX6dk629o1ZSAxXVgqleySggRb OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more. /div
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h2 class= heading-2 ace-line old-record-id-Dx3odHflso12d5xnUz2lDdXSg3c strong What You’ll Be Doing /strong /h2
div class= ace-line ace-line old-record-id-DyvmdeMUHoH2wxxvWR2likHjgZb /div
div class= ace-line ace-line old-record-id-IfCsdun1Uo946sxsGKGlTXTugcg strong Institutional Client Development Acquisition /strong /div
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li class= ace-line ace-line old-record-id-LkG5dBbJwodaWsxcWOXlFNO1gQf data-list= bullet
div 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. /div
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li class= ace-line ace-line old-record-id-JBFZdglUpoXngIxlF9MlwCzKgxd data-list= bullet
div Build a consistent client pipeline through industry events, peer referrals, and in-person visits, and drive partnerships to closure efficiently. /div
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div class= ace-line ace-line old-record-id-MUumdNp8Vo5gVBxaY3JlbcfMgzh strong Deep Relationship Management Client Lifecycle /strong /div
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li class= ace-line ace-line old-record-id-YMoNdUfPPot0MhxVDfDleBFqg1e data-list= bullet
div Develop a thorough understanding of each client's trading strategy, capital structure, and product needs, and deliver tailored service solutions accordingly. /div
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li class= ace-line ace-line old-record-id-DVmOdy0MHo6c6rxEUgwlmTJRgyb data-list= bullet
div Maintain regular and in-depth engagement with clients, foster long-term trust-based relationships, and continuously drive growth in assets under management, trading activity, and platform stickiness. /div
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div class= ace-line ace-line old-record-id-LZZhdyhIYoGUyUxtJGYl16QdgRd strong KPI Ownership Business Performance /strong /div
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li class= ace-line ace-line old-record-id-S8w3dUUZhou3x1xoMselzjbcgmc data-list= bullet
div Take full ownership of key performance metrics for your client portfolio, including AUM, trading volume, and revenue contribution. /div
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li class= ace-line ace-line old-record-id-PduxdTAfuoWdptxwkz1ljdNCg9d data-list= bullet
div Consistently meet monthly and quarterly targets for asset onboarding and business activation, and optimize client value output over time. /div
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div class= ace-line ace-line old-record-id-P4f8dS9WYo9fndxhyrKlUtRJgyb strong Consultative Product Sales /strong /div
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li class= ace-line ace-line old-record-id-Igqddx8cpoyZVuxndvclqT7sgkD data-list= bullet
div 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, helping clients optimize returns or achieve risk management goals. /div
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div class= ace-line ace-line old-record-id-R4AXdOlJwo4jaMxPiajlppdyg5f strong Client Needs Synthesis Cross-Functional Collaboration /strong /div
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li class= ace-line ace-line old-record-id-NlstdPmVxoPI13xESSIlPzYZgqh data-list= bullet
div 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. /div
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li class= ace-line ace-line old-record-id-QJMBddSGxoXUGsxYgpIlbiO0gdc data-list= bullet
div Proactively provide clients with market insights and professional guidance at critical moments. /div
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div class= ace-line ace-line old-record-id-HN9ddZGE7oXwGBxpmNMlQr4Xg8f strong Market Intelligence Competitive Tracking /strong /div
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li class= ace-line ace-line old-record-id-SOnWdzrMeooIMcx2K3qlMAt6gqd data-list= bullet
div Stay current on institutional crypto market trends and competitor service strategies. /div
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li class= ace-line ace-line old-record-id-GDkHdNxAuoz8UXx1jislfEtXgHn data-list= bullet
div Regularly share market intelligence and client feedback internally to inform product development and business strategy. /div
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div class= ace-line ace-line old-record-id-QFRgdyf2poMWPmxkRn2lnjE0gCb strong 高净值机构客户开发与拓展 /strong /div
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li class= ace-line ace-line old-record-id-CvlUdmsQOoHNcExNSEOlMLdIgRb data-list= bullet
div 主动挖掘并开发具备高资产规模与高交易潜力的优质机构客户,目标群体涵盖专业投资机构、资产管理公司、量化团队等。通过行业活动、同业转介、线下拜访等多元渠道持续建立客户漏斗,快速识别高潜力目标并推动合作落地。 /div
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div class= ace-line ace-line old-record-id-H2EFd1mJGoh3QbxMtm4l0ZdmgBd strong 深度客户关系维护与生命周期管理 /strong /div
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li class= ace-line ace-line old-record-id-JKOBdnFenoi0JoxtbDrlvncygqe data-list= bullet
div 深度理解所负责客户的交易策略、资金结构与产品需求,制定个性化服务方案。定期与客户保持深度沟通与回顾,维护稳固的长期合作关系,持续提升客户资产规模、交易活跃度与平台黏性。 /div
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div class= ace-line ace-line old-record-id-Wl4pd1s7Aot8WzxjhY8loFzkgFf strong 核心业绩指标达成 /strong /div
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li class= ace-line ace-line old-record-id-DvRbdB10po40J4xz7EMlWWfzgQb data-list= bullet
div 直接对所负责客户的资产规模、交易量及收益贡献等核心业绩指标负责,按月度/季度目标完成资产引入与业务激活,持续优化客户价值产出。 /div
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div class= ace-line ace-line old-record-id-LNozdxZ8OomD99xTsGTluqLPggg strong 机构产品方案顾问式销售 /strong /div
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li class= ace-line ace-line old-record-id-NzXJdq1Kmo2k1LxU1WglRmPxg3c data-list= bullet
div 深入掌握平台现货、衍生品、结构化产品及机构专属服务等全产品线,能够根据不同机构客户的投资策略与业务需求,提供专业的产品组合建议,协助客户实现收益优化或风险管理目标。 /div
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div class= ace-line ace-line old-record-id-FfZYdvTHaouk7Qxi49Nl43Z4gNf strong 客户需求收集与内部协同 /strong /div
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li class= ace-line ace-line old-record-id-RaUrdloOSomn0LxPf78lTFs8gHg data-list= bullet
div 深度收集并整合机构客户的痛点与定制化需求,协调产品、风控、合规、运营等内部团队资源,推动重点客户方案落地。在关键市场节点主动为客户提供信息支持与专业建议。 /div
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div class= ace-line ace-line old-record-id-SQJddgVrcoAOL9xcLMWl4yVhgUc strong 行业洞察与竞品追踪 /strong /div
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li class= ace-line ace-line old-record-id-HJvcdhm5iorUcIxDMQulOgJegDr data-list= bullet
div 持续跟踪机构加密市场动态及主要竞品的服务策略,定期向内部输出市场情报与客户反馈,为产品迭代和业务策略优化提供一线视角。 /div
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div class= ace-line ace-line old-record-id-ImUCdOAl1oiwouxUp1llN96UgVf /div
h2 class= heading-2 ace-line old-record-id-E65pdpBz7orhxExFu3rlwNUHgXe strong What We’re Looking For /strong /h2
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li class= ace-line ace-line old-record-id-A7QKdNcMwoDK0lxt0uTl2Urogpd data-list= bullet
div 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. /div
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li class= ace-line ace-line old-record-id-JD71dk1VfoPufUxvOeplMUhOgAe data-list= bullet
div 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. /div
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li class= ace-line ace-line old-record-id-VXoAd1Gp3oPLsbxpKIrl1rtLgRb data-list= bullet
div Clear KPI result orientation, and comfortable using data to measure and manage performance. /div
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li class= ace-line ace-line old-record-id-RA61dbP65oqHl9xWfbjlKwYOgSf data-list= bullet
div Comfortable with a high-intensity work pace and frequent travel / client visits. /div
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li class= ace-line ace-line old-record-id-H9D0dfgSfoLkhrxgiMxlVTLRgNn data-list= bullet
div Strong self-motivation and resilience, able to find paths forward and drive execution in an uncertain environment. /div
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li class= ace-line ace-line old-record-id-HgvGdLVbqoEjhAxu4ZllLPECgGd data-list= bullet
div Able to work in both Chinese and English (listening, speaking, reading and writing). /div
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li class= ace-line ace-line old-record-id-V25cdpGenoJrNSxq80qlssClgPg data-list= bullet
div Bachelor’s degree or above; majors in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science or related fields are preferred. /div
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li class= ace-line ace-line old-record-id-H1u2d3w9voW0bXxi0lEl4XhugUc data-list= bullet
div 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(优秀应届毕业生也可考虑) /div
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li class= ace-line ace-line old-record-id-AT4udsdyGo5z4MxVVSClQ2h6gud data-list= bullet
div 能够快速识别与筛选目标客户,具备优秀的沟通谈判技巧与关系维护能力,有高潜力客户的客户关系管对金融市场、衍生品、风险收益等有基本认知,有银行、券商、资管等金融背景者优先。客户服务和运营等相关工作经验优先; /div
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li class= ace-line ace-line old-record-id-Z8VrdHtHgozCssx8oAClf8u9gtd data-list= bullet
div 明确的KPI 结果导向,习惯用数据衡量业绩。能接受高强度工作节奏与频繁出差 / 拜访。 /div
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li class= ace-line ace-line old-record-id-L4UwdSrElo8fZTxB1ovlO0jkgaf data-list= bullet
div 能适应高强度工作环境,可接受频繁出差及客户拜访。 /div
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li class= ace-line ace-line old-record-id-Tw4kdGxHnoxHlExwQqQld8rqgUq data-list= bullet
div 自驱力强,抗压能力好,能够在不确定环境中找到路径并推动落地。 /div
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li class= ace-line ace-line old-record-id-KJr0dGqEsovC7qxExSQl79YTgcb data-list= bullet
div 能够中英文双语工作(听说读写); /div
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li class= ace-line ace-line old-record-id-PXBZdlH5qoJvf7xd85ElIj2Dggh data-list= bullet
div 本科及以上学历,金融、经济、会计、数学、统计、计算机等相关专业优先。 /div
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div class= ace-line ace-line old-record-id-TytHdVXnboh5LQxlswllIQNGgHe /div
h2 class= heading-2 ace-line old-record-id-Y2v5d1rQfooHLDxQjDglgjTUgDd strong Perks Benefits /strong /h2
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li class= ace-line ace-line old-record-id-RW6Pdw6VHoVbr1xjEpNlwJnQgHe data-list= bullet
div Competitive total compensation package /div
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li class= ace-line ace-line old-record-id-CyzxdGOoBoefMNxWQf0loJceg3d data-list= bullet
div Various team building programs and company events /div
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li class= ace-line ace-line old-record-id-ViuBdnFPBo3VSsxXJErlAcDOgQg data-list= bullet
div More that we love to tell you along the process! /div
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/div div class= content-conclusion div data-lark-html-role= root span class= text-only data-eleid= 18 span class= text-only span class= text-only data-eleid= 6 Notice: br /span /span /span
div data-lark-html-role= root span class= text-only data-eleid= 26 span class= text-only All official /span span class= text-only text-with-abbreviation text-with-abbreviation-bottomline OKX /span span class= text-only vacancies are published on this website. /span /span span class= text-only data-eleid= 28 span class= text-only While roles may appear on selected third-party platforms from time to time, information on other sites may be inaccurate or outdated. /span /span strong span class= text-only data-eleid= 29 span class= text-only If in doubt, please apply directly through our official careers website. /span /span /strong /div
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div data-lark-html-role= root span class= text-only data-eleid= 18 span class= text-only Information collected and processed as part of the recruitment process of any job application you choose to submit is subject to /span span class= text-only text-with-abbreviation text-with-abbreviation-bottomline OKX /span span class= text-only 's /span /span a class= link rich-text-anchor __anchor-intercept-flag__ text-content-link href= https://www.okx.com/en-eu/help/okx-candidate-privacy-notice target= _blank data-eleid= 19 data-lark-is-custom= true data-lark-link= true Candidate Privacy Notice /a span class= text-only data-eleid= 20 span class= text-only . /span /span /div /div