Relationship Manager

PDAX; Pasig; On-site; PHP 1,500,000 - 2,300,000; Full time

Benefits offered by this job

Startup environment

Entrepreneurial culture

Crypto passion

Job summary

PDAX is seeking a high-energy senior role to drive end-to-end client acquisition for HNWIs and institutions in a fast-growing crypto environment. You will manage prime client relationships, coordinate with operations for seamless onboarding, and lead strategic growth initiatives across product offerings such as cryptocurrencies and tokenized assets.

The role requires 5–8 years in finance or business development, strong market literacy, and a proactive, self-starting mindset.

Qualifications

• Experience: At least 5–8 years of cumulative experience in finance, business development, account management, client servicing, and the like.
• Financial literacy: Strong command of financial markets, investment concepts, and numbers.
• High agency & drive: A self-starter who identifies bottlenecks and drives fixes with relevant departments.
• Communication mastery: Presentation and interpersonal skills.
• Sales personality: Proven track record of hunting and closing new business; ability to build networks.
• Tech & crypto savvy: Deep interest in blockchain technology and its applications.
• Education: College graduate, preferably with a degree in Finance, Economics, Business, or a related field.

Responsibilities

• Drive end-to-end sales cycle for HNWIs and corporations; source new leads via referrals, events, partnerships.
• Serve as primary contact for Prime clients; build trust and high-touch service.
• Coordinate with Operations and other departments to ensure timely trade execution and smooth onboarding.
• Facilitate high-volume OTC transactions from the desk.
• Craft strategies to grow the client base and identify new opportunities and market segments.
• Monitor account activity and transaction volumes to identify upsell opportunities and new PDAX products.
• Continuously refine onboarding and servicing journey to remove friction at all touchpoints.

Skills

Client acquisition

Relationship management

Cross-functional coordination

OTC & treasury liaison

Strategic growth

Portfolio oversight

Process excellence

Education

Finance/Economics/Business degree

Job description

About PDAX

At PDAX, we believe that the future of money is digital, and our mission is to empower all Filipinos to grow their wealth through blockchain technology.

As one of the first crypto firms in the Philippine market, we feel a sense of duty to our users and to the ecosystem to set the standard for safety, ease of access, and reliability. We expect our team to share in this responsibility and cherish our vision of a more open and equitable financial system.

We are looking for new team members that are passionate about cryptocurrency, want to work in a disruptive, fast‑growing industry, and thrive in a start‑up environment.

If this sounds like you, then we’d love to talk.

General Responsibilities

• Client Acquisition: Drive the end-to-end sales cycle for HNWIs and corporations. Create and execute a strategic acquisition plan to source new leads through referrals, networking events, and creative partnerships.
• Relationship Management: Serve as the primary point of contact for Prime clients. Build deep, lasting trust by understanding clients’ financial goals and providing high-touch service.
• Cross-Functional Coordination: Work closely with Operations and other departments to ensure timely execution of trades, and a streamlined onboarding experience.
• OTC & Treasury Liaison: Facilitate high-volume transactions through the Over-the-Counter desk.
• Strategic Growth: Have a clear understanding of your current portfolio of clients, the potential use cases of various Prime products (such as cryptocurrencies, tokenized gold, and tokenized bonds) and craft a strategy on how to further grow the client base and spot new opportunities and market segments.
• Portfolio Oversight: Monitor account activity and transaction volumes to identify opportunities for upselling or introducing new PDAX products.
• Process Excellence: Continuously refine the onboarding and servicing journey for Prime clients, ensuring that “friction” is removed from every touchpoint of the user experience.

Qualifications

• Experience: At least 5–8 years of cumulative experience in finance, business development, account management, client servicing, and the like. Ideally has experience handling HNWIs and Institutional clients.
• Financial Literacy: Strong command of financial markets, investment concepts, and numbers. You should be comfortable explaining the mechanics of trading and the risks/rewards of various financial products.
• High Agency & Drive: A self-starter who doesn't wait for instructions. You are someone who identifies a bottleneck in a client’s onboarding and takes the initiative to fix it with the relevant department.
• Communication Mastery: Has presentation and interpersonal skills.
• Sales Personality: A proven track record of “hunting” and closing new business. Ideally has an existing network or the creative ability to build one from scratch. Can deploy creative means of sourcing new accounts and business.
• Tech & Crypto Savvy: A deep interest in blockchain technology and its applications.
• Education: College graduate, preferably with a degree in Finance, Economics, Business, or a related field.

Nice-to-Haves

• Entrepreneurial spirit – you’re not here to just execute. Be proactive and make this company yours!
• Willingness to work in a startup environment – we need someone with an appetite for building
• Passion for cryptocurrencies, blockchain, and financial markets

Our Culture

Communication

We prioritize clear and transparent communication, ensuring that there is clarity among everyone we work with.

We aim to have a collaborative environment, where innovative ideas in investment strategies are shared openly and constructively, driving the industry forward.

Customer-focus

We think about how our decisions impact our customers and ensure we provide the best experience that we can.

We believe in building lasting relationships with our clients, constantly learning from and listening to them, and always striving to look out for what’s best for both sides.

Commitment

• We always aim to do the right thing and to do the right thing, excellently. We take accountability seriously and uphold ourselves to high standards, ensuring that we execute with attention to detail.
• We are dedicated to the long-term success of our clients in the dynamic world of financial technology, maintaining integrity and professionalism in every aspect of our work.