Relationship Manager

PDAX Access Channels. This limited; Pasig; On-site; PHP 1,200,000 - 2,400,000; Full time

Job summary

PDAX is expanding its Prime client coverage in a fast-paced fintech environment. The role focuses on acquiring and managing high-net-worth and institutional clients, delivering tailored financial solutions with a strong emphasis on safety and reliability within a disruptive market.

You will collaborate with Operations and other teams to ensure seamless onboarding, timely trades, and continuous portfolio growth while maintaining high standards of client service and integrity.

Qualifications

• Experience in finance, business development, account management, and client servicing.
• Experience handling HNWIs and institutional clients is ideal.
• Strong financial literacy and comfort with investment concepts.

Responsibilities

• Drive end-to-end sales for HNWIs and corporations.
• Serve as primary contact for Prime clients with high-touch service.
• Collaborate with Operations and other departments for timely trades and onboarding.
• Facilitate high-volume OTC transactions and treasury liaison.
• Craft strategies to grow client base and expand PDAX products.
• Monitor client activity to identify upsell opportunities.
• Refine onboarding and servicing journeys to remove friction.

Skills

Finance

Business development

Account management

Client servicing

HNWIs

Institutional clients

Education

Finance/Economics/Business

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.

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.