VIP (HNW) - Relationship Manager

OSL; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Job summary

OSL in Hong Kong seeks a high-performing VIP Relationship Manager to grow and deepen connections with PI, UHNW individuals, and VIPs, emphasizing digital assets and crypto opportunities. The role targets onboarding new clients and boosting trading volume across EFTD rate and related products.

Ideal candidates should have a strong PI/UHNW network, proven onboarding success, and a passion for crypto. SFC Type 1 license is preferred, with fluent English and Mandarin, and a robust network in private

Qualifications

• 3+ years of experience in sales, business development, or relationship management
• Proven track record in acquiring onboarding PI/UHNW/VIP clients
• Strong interest and familiarity with digital assets, crypto trading or Web3
• SFC Type 1 license (dealing in securities) is highly preferred

Responsibilities

• Identify, develop, and maintain trusted relationships with PI, UHNW individuals, and VIPs focusing on digital assets
• Proactively source, pitch, and onboard new VIP clients through the onboarding journey
• Promote and market the firm's investment products and digital asset offerings to increase engagement and trading activity
• Lead end-to-end client lifecycle from prospecting to onboarding and long-term retention of VIP clients
• Collaborate with Legal, Compliance, Product, Operations, Trading to ensure compliant onboarding and execution

Skills

English fluency

Mandarin fluency

Relationship management

Job description

• Fluent in English and Mandarin
• Promote and market the firm's investment products
• 3+ yrs of exp in sales, business development

VIP Relationship Manager

Job Overview

We are seeking a highly driven VIP Relationship Manager to grow and deepen our network of Professional Investors (PI), Ultra High Net Worth (UHNW) individuals, and VIPs in Hong Kong, with a strong focus on digital assets and crypto-related opportunities. The ideal candidate is well connected in the PI and private wealth space, passionate about crypto and digital assets, and ideally holds an SFC Type 1 license.

A key objective of this position is to onboard new clients and drive trading volume across our product suite, with a particular emphasis on EFTD rate and other key digital asset-linked products.

Key Responsibilities

• Identify, develop, and maintain trusted relationships with PI, UHNW individuals, and VIPs, with a focus on clients who are active or interested in digital assets and crypto markets.
• Proactively source, pitch, and onboard new VIP clients, guiding them through the full onboarding journey.
• Promote and market the firm's investment products and digital asset offerings, with a focus on increasing client engagement and trading activity.
• Lead the end-to-end client lifecycle: prospecting, product discovery, bespoke solutions, onboarding, ongoing servicing, and long-term retention of VIP and high-activity clients.
• Work closely with internal teams (Legal, Compliance, Product, Operations, Trading) to ensure smooth, compliant, and efficient onboarding and execution, particularly for digital asset flows.
• Monitor market trends, regulatory developments, and competitor offerings to refine sales strategy, client positioning, and product penetration.
• Represent the firm at industry events, Web3 conferences, networking functions, and private client gatherings to enhance brand visibility and expand the firm’s VIP ecosystem.

Requirements

• 3+ years of experience in sales, business development, or relationship management, ideally in private banking, wealth management, investment banking, institutional sales, or a leading crypto / digital asset platform.
• Proven track record in acquiring, onboarding, and managing PI/UHNW/VIP clients.
• Strong interest and familiarity with digital assets, crypto trading, or Web3.
• SFC Type 1 license (dealing in securities) is highly preferred.
• Demonstrated success in client acquisition, relationship management, and driving trading volume.
• Strong interpersonal, communication, and stakeholder management skills.
• Fluent in English and Mandarin.

联系vx：17816198874