Institutional Relationship Manager

OKX; United States; Remoto; USD 140.000 - 240.000; Tempo pieno

Descrizione del lavoro

OKX is recruiting for an Institutional Client Director to proactively identify and develop high-value institutional clients, including investment firms, asset managers, and family offices. You will build a robust pipeline, tailor service solutions, and collaborate with product, risk, and operations teams to deliver bespoke crypto trading experiences.

You will master client trading strategies, promote growth in AUM and trading activity, and stay ahead of market trends.

Competenze

• Strong communication, negotiation, and relationship-building skills.
• KPI and results orientation with ability to use data for performance management.
• Ability to work in both Chinese and English (listening, speaking, reading, and writing).
• Bachelor's degree or above in Finance, Economics, Mathematics, Computer Science, or related fields.

Mansioni

• Identify and develop high-value institutional clients including investment firms, asset management companies, and family offices.
• Build a consistent client pipeline through industry events, peer referrals, and in-person visits.
• Understand client trading strategies and deliver tailored service solutions.
• Maintain regular engagement to drive growth in AUM, trading activity, and platform stickiness.
• Take ownership of key performance metrics including AUM, trading volume, and revenue.
• Provide consultative product recommendations across spot, derivatives, and structured products.
• Coordinate with internal teams to deliver bespoke solutions.
• Stay current on institutional crypto market trends and competitor strategies.

Conoscenze

Communication

Negotiation

Relationship-building

Data-driven performance

Bilingual English/Chinese

Formazione

Bachelor's degree or above in Finance, Economics, Mathematics, Computer Science, or related fields

Descrizione del lavoro

Responsibilities

• Proactively identify and develop high-value institutional clients including investment firms, asset management companies, and family offices
• Build a consistent client pipeline through industry events, peer referrals, and in-person visits
• Develop a thorough understanding of client trading strategies and deliver tailored service solutions
• Maintain regular engagement to drive growth in AUM, trading activity, and platform stickiness
• Take full ownership of key performance metrics including AUM, trading volume, and revenue
• Provide consultative product recommendations across spot, derivatives, and structured products
• Coordinate with internal product, risk, compliance, and operations teams to deliver bespoke solutions
• Stay current on institutional crypto market trends and competitor strategies

Requirements

• At least 2 years of work experience in the Web3 industry
• Hands‑on experience with exchanges, wallets, custody solutions, or DeFi products
• Strong communication, negotiation, and relationship‑building skills
• Basic understanding of financial markets, derivatives, and risk‑return profiles
• Background in banking, securities, or asset management is a strong plus
• KPI and result orientation with ability to use data for performance management
• Ability to work in both Chinese and English (listening, speaking, reading, and writing)
• Bachelor's degree or above in Finance, Economics, Mathematics, Computer Science, or related fields

Preferred Qualifications

• Experience in managing high‑potential client relationships or account operations
• Ability to thrive in a high‑intensity work pace with frequent travel

About the Company

OKX is a leading crypto exchange and the developer of OKX Wallet, providing millions of users access to crypto trading and decentralized applications. OKX is a trusted brand for large institutions seeking access to crypto markets, backed by Proof of Reserves.