Assistant Relationship Manager – Client Enablement (Crypto)

OKX

Singapore

On-site

SGD 70,000 - 110,000

Full time

5 days ago
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Benefits offered by this job

L&D programs
Education subsidy
Team building
Wellness allowance
Meal allowance
Healthcare for employees

Job summary

OKX Singapore is seeking an experienced Assistant Relationship Manager to support Relationship Managers in delivering a responsive, seamless experience for high-value clients. You will own client preparation, day-to-day servicing, follow-up, and internal coordination across the client lifecycle, ensuring RMs and clients receive high-quality support.

In this role you will coordinate onboarding, KYC requests, and account-related actions with Operations and Compliance, while maintaining CRM records

Qualifications

  • 5+ years of experience in financial services, fintech, crypto, wealth management, institutional sales, client servicing, or another relevant commercial environment.
  • Strong interest in crypto and financial markets, with the curiosity and ability to develop deep product knowledge quickly.
  • Commercially minded and confident engaging directly with clients, with the ambition to develop into an independent Relationship Manager.
  • Experience supporting HNW/UHNW, family-office, institutional or other sophisticated clients, including complex account structures and time-sensitive instructions.
  • Strong ownership and follow-through, with the ability to manage multiple client requests and ensure issues are driven through to resolution.
  • Analytical and detail-oriented, with the ability to use client and activity data to identify commercial opportunities.
  • Strong written and verbal communication skills, with the ability to work effectively across clients and internal stakeholders.
  • Proactive, resourceful, and comfortable operating in a fast-paced environment where priorities can change quickly.
  • Fluency in English and Mandarin is required

Responsibilities

  • Prepare concise client briefs covering relationship history, account activity, outstanding requests, and relevant discussion points, ensuring RMs are well prepared for client conversations.
  • Coordinate meeting agendas, materials, and logistics, and conduct client or prospect research as required.
  • Maintain accurate and up-to-date client records, ensuring relevant information is readily accessible to RMs.
  • Guide clients through onboarding and account maintenance, clearly communicating documentation requirements, next steps, and progress.
  • Coordinate KYC and account-related requests with Operations and Compliance, checking submissions for completeness and following up on outstanding information.
  • Drive operational blockers towards resolution, recognising when matters require RM involvement or specialist review and escalating promptly.
  • Maintain CRM records, action trackers, and reporting so RMs have clear visibility of client priorities and outstanding actions.
  • Develop knowledge of OKX products and processes to independently handle routine enquiries and anticipate information RMs may need.
  • Identify recurring service issues and improve workflows to reduce administrative burden, strengthen follow-through, and improve the overall client experience.

Skills

Relationship management
Client servicing
CRM & processes
KYC coordination
Financial services experience

Tools

CRM systems

Job description

OKX Singapore is seeking an experienced Assistant Relationship Manager to support Relationship Managers in delivering a responsive, seamless experience for high-value clients. You will own client preparation, day-to-day servicing, follow-up, and internal coordination across the client lifecycle, ensuring RMs and clients receive high-quality support.

In this role you will coordinate onboarding, KYC requests, and account-related actions with Operations and Compliance, while maintaining CRM records

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