Assistant Relationship Manager - OKX SG

OKX; Singapore; On-site; SGD 70,000 - 110,000; Full time

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

At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom.

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.

Across our multiple offices globally, we are united by our core principles: We Before Me, Do the Right Thing, and Get Things Done. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. 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.

About the team

• As a key digital asset hub, Singapore is an integral part of our global strategy. Licensed by MAS, OKX SG is focused on providing Singapore users with a secure and user-friendly platform for trading digital assets.
• The Commercial team is responsible for developing and deepening relationships with high-value individual and institutional clients, understanding their needs, and connecting them with relevant products and solutions across the OKX ecosystem.

About the Opportunity

• We are seeking an experienced Assistant Relationship Manager to support our Relationship Managers in delivering a responsive, seamless experience for high-value clients in Singapore.
• You will take ownership of client preparation, day-to-day servicing, follow-up, and internal coordination across the client lifecycle. This includes ensuring RMs are well prepared for client conversations, agreed actions are completed promptly, and client requests are handled with care and professionalism across Product, Operations, Compliance, and other internal teams.
• This is a hands-on, client-facing role for someone who understands the expectations of sophisticated clients, anticipates what needs to be done, and follows through reliably. Success requires strong attention to detail, sound judgement, and a high level of ownership in ensuring both RMs and clients receive consistent, high-quality support.

What You’ll Be Doing

Client & Meeting Preparation
- 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.

Onboarding & Account Support
- 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.

RM Enablement & Process Improvement
- 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.

• Commercial Support
  - Support RMs with research and preparation for prospective high-value clients, including understanding their business, trading or investment needs, and relevant market developments.
  - Support prospect follow-up and progression through the sales process, coordinating agreed next steps and maintaining momentum.
  - Where appropriate, support targeted outreach and initial client engagement under the direction of RMs.

What We Look For In You

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

L&D programs and Education subsidy for employees' growth and development

Various team building programs and company events

Wellness and meal allowances

Comprehensive healthcare schemes for employees and dependants

More that we love to tell you along the process!

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