OKX

Institutional Relationship Manager (VIP) | JobSetuu

OKX

APAC
['Full-Time']

Posted 3 weeks ago • Via jobicy.com

Description

Job Overview

  • Source: Jobicy

Job Description

Who We Are

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.

What You’ll Be Doing

Institutional Client Development & Acquisition

  • Proactively identify and develop high-value institutional clients with significant asset scale and trading potential, including professional investment firms, asset management companies, quantitative trading teams, and family offices.
  • Build a consistent client pipeline through industry events, peer referrals, and in-person visits, and drive partnerships to closure efficiently.

Deep Relationship Management & Client Lifecycle

  • Develop a thorough understanding of each client's trading strategy, capital structure, and product needs, and deliver tailored service solutions accordingly.
  • Maintain regular and in-depth engagement with clients, foster long-term trust-based relationships, and continuously drive growth in assets under management, trading activity, and platform stickiness.

KPI Ownership & Business Performance

  • Take full ownership of key performance metrics for your client portfolio, including AUM, trading volume, and revenue contribution.
  • Consistently meet monthly and quarterly targets for asset onboarding and business activation, and optimize client value output over time.

Consultative Product Sales

  • Develop deep expertise across the platform's full product suite — including spot, derivatives, structured products, and institution-exclusive services — and provide tailored product recommendations based on each client's investment strategy and business objectives, helping clients optimize returns or achieve risk management goals.

Client Needs Synthesis & Cross-Functional Collaboration

  • Gather and synthesize institutional client pain points and customization requests. Coordinate with internal teams across product, risk, compliance, and operations to deliver bespoke solutions for key clients.
  • Proactively provide clients with market insights and professional guidance at critical moments.

Market Intelligence & Competitive Tracking

  • Stay current on institutional crypto market trends and competitor service strategies.
  • Regularly share market intelligence and client feedback internally to inform product development and business strategy.

高净值机构客户开发与拓展

  • 主动挖掘并开发具备高资产规模与高交易潜力的优质机构客户,目标群体涵盖专业投资机构、资产管理公司、量化团队等。通过行业活动、同业转介、线下拜访等多元渠道持续建立客户漏斗,快速识别高潜力目标并推动合作落地。

深度客户关系维护与生命周期管理

  • 深度理解所负责客户的交易策略、资金结构与产品需求,制定个性化服务方案。定期与客户保持深度沟通与回顾,维护稳固的长期合作关系,持续提升客户资产规模、交易活跃度与平台黏性。

核心业绩指标达成

  • 直接对所负责客户的资产规模、交易量及收益贡献等核心业绩指标负责,按月度/季度目标完成资产引入与业务激活,持续优化客户价值产出。

机构产品方案顾问式销售

  • 深入掌握平台现货、衍生品、结构化产品及机构专属服务等全产品线,能够根据不同机构客户的投资策略与业务需求,提供专业的产品组合建议,协助客户实现收益优化或风险管理目标。

客户需求收集与内部协同

  • 深度收集并整合机构客户的痛点与定制化需求,协调产品、风控、合规、运营等内部团队资源,推动重点客户方案落地。在关键市场节点主动为客户提供信息支持与专业建议。

行业洞察与竞品追踪

  • 持续跟踪机构加密市场动态及主要竞品的服务策略,定期向内部输出市场情报与客户反馈,为产品迭代和业务策略优化提供一线视角。

What We’re Looking For

  • At least 2 years of work experience in the Web3 industry, with hands-on usage or service experience related to major exchanges, wallets, custody solutions, DeFi products, etc.
  • Able to quickly identify and qualify target clients, with strong communication, negotiation and relationship-building skills. Experience in managing high-potential client relationships, client service or account operations is preferred. Basic understanding of financial markets, derivatives and risk–return; background in banking, securities or asset management is a strong plus.
  • Clear KPI & result orientation, and comfortable using data to measure and manage performance.
  • Comfortable with a high-intensity work pace and frequent travel / client visits.
  • Strong self-motivation and resilience, able to find paths forward and drive execution in an uncertain environment.
  • Able to work in both Chinese and English (listening, speaking, reading and writing).
  • Bachelor’s degree or above; majors in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science or related fields are preferred.
  • 至少2 年及以上web3 行业工作经验,对主流交易所、钱包、托管、DeFi 等产品有实际使用或服务经验(优秀应届毕业生也可考虑)
  • 能够快速识别与筛选目标客户,具备优秀的沟通谈判技巧与关系维护能力,有高潜力客户的客户关系管对金融市场、衍生品、风险收益等有基本认知,有银行、券商、资管等金融背景者优先。客户服务和运营等相关工作经验优先;
  • 明确的KPI & 结果导向,习惯用数据衡量业绩。能接受高强度工作节奏与频繁出差 / 拜访。
  • 能适应高强度工作环境,可接受频繁出差及客户拜访。
  • 自驱力强,抗压能力好,能够在不确定环境中找到路径并推动落地。
  • 能够中英文双语工作(听说读写);
  • 本科及以上学历,金融、经济、会计、数学、统计、计算机等相关专业优先。

Perks & Benefits

  • Competitive total compensation package
  • Various team building programs and company events
  • More that we love to tell you along the process!

Notice:
All official OKX vacancies are published on this website.While roles may appear on selected third-party platforms from time to time, information on other sites may be inaccurate or outdated. If in doubt, please ollected and processed as part of the recruitment process of any job application you choose to submit is subject to OKX's Candidate Privacy Notice.

Expert Career Tips for Institutional Relationship Manager (VIP) Roles

To succeed in a competitive market as a Institutional Relationship Manager (VIP), you need more than just technical skills. Here are some expert strategies to elevate your profile:

  • Build a Strong Portfolio: For technical roles, a clean GitHub or a personal project site is essential. For non-technical roles, a case study portfolio demonstrating problem-solving and impact is equally valuable. Show, don't just tell, what you have achieved in your previous positions.
  • Master the Narrative: When interviewing, use the STAR method (Situation, Task, Action, Result) to structure your answers. Quantify your results wherever possible—mentioning "increased efficiency by 20%" is much more impactful than saying "improved efficiency."
  • Continuous Learning: The industry moves fast. Whether it's staying updated with the latest AI tools or mastering a new management methodology, continuous professional development is key. Consider obtaining industry-recognized certifications that align with Institutional Relationship Manager (VIP) requirements.
  • Networking: Connect with other professionals in similar roles. Join online communities, attend webinars, and engage in meaningful discussions on professional social networks. Often, the best opportunities come through referrals and community engagement.
  • Soft Skills Matter: Communication, empathy, and leadership are often the deciding factors between two equally qualified technical candidates. Cultivate these skills as they are universally valued across all industries and seniority levels.

Additionally, research the specific company's culture and values. Tailoring your application to show how you align with their mission can significantly increase your chances of moving forward in the process.

Salary & Compensation

Salary not disclosed; typically competitive for the role.

Work Arrangement

Type: On-Site

Standard business hours at the office.

Comprehensive Application Strategy & Hiring Process

Applying for a new role is a marathon, not a sprint. Follow this strategic approach to maximize your success rate:

1. Initial Research & Tailoring

Don't send the same resume to every employer. Spend at least 30 minutes researching the company. Look for recent news, their product roadmap, and their team structure. Modify your summary and core competencies to reflect the specific keywords found in the job description.

2. The Perfect Cover Letter

If the application allows for a cover letter, use it to tell a story that your resume cannot. Explain why you are passionate about this specific company and how your unique background makes you the perfect fit for the challenges they are currently facing.

3. Navigating the Multi-Stage Interview

Most modern hiring processes involve 3-5 stages. This typically includes a recruiter screen, a technical or skill-based assessment, a peer interview, and a final leadership round. Prepare for each stage differently: focus on enthusiasm and fit for the recruiter, technical depth for the assessment, and strategic vision for the leadership round.

4. Post-Interview Follow-Up

Always send a personalized thank-you note within 24 hours of each interview. Reference a specific topic discussed during the call to demonstrate your active listening and genuine interest in the role.

By following these steps, you demonstrate a high level of professionalism and attention to detail that sets you apart from the average applicant.

Typical Interview Process

  1. Resume screening
  2. HR call
  3. Skill interview
  4. Final manager interview
  5. Offer

Tip: Research the company's products and culture.

Global Market Intelligence & Relocation Insights

At JobSetuu, we specialize in helping talent navigate the global job market. Here is what you need to know about the current landscape in Global and beyond:

The demand for skilled professionals is increasingly borderless. For roles based in Global, understanding the local cost of living, visa requirements (if applicable), and cultural nuances is vital. If this is a remote role, consider the time zone alignment and the asynchronous communication culture of the hiring organization.

Relocation Support: Many forward-thinking companies offer relocation packages that include moving stipends, temporary housing, and legal assistance with work permits. When evaluating an offer, look beyond the base salary—consider the total compensation package, including equity, bonuses, and healthcare benefits.

Work-Life Balance Trends: Hybrid and remote work have become standard in many regions. Research the local labor laws and common practices regarding work hours and vacation time to ensure the role aligns with your lifestyle goals.

Leveraging JobSetuu's tools can help you compare salaries across different cities and understand the "purchasing power" of your potential offer, ensuring you make an informed decision for your long-term career path.

Skills & Competency Roadmap for Professional Development

To remain competitive in Professional Development, we recommend focusing on the following core competencies over the next 12-18 months:

  • Technical Mastery: Deepen your expertise in the core tools and languages relevant to your field. For developers, this might be cloud architecture; for marketers, it might be data-driven attribution modeling.
  • AI Augmentation: Learn how to leverage generative AI and automation tools to increase your productivity. Understanding how to integrate these technologies into your workflow is becoming a non-negotiable skill.
  • Leadership & Strategy: Even in individual contributor roles, the ability to think strategically and lead projects from inception to completion is highly valued. Focus on stakeholder management and high-level project planning.
  • Data Literacy: The ability to interpret data and use it to drive decisions is essential across all business functions. Familiarize yourself with data visualization and basic analytical concepts.

By investing in these areas, you not only prepare yourself for the role you are applying for today but also build a resilient foundation for the opportunities of tomorrow.

Apply via JobSetuu

Discover your next career milestone on JobSetuu. This Institutional Relationship Manager (VIP) position is part of our commitment to bringing you the most relevant and high-impact job openings globally. At JobSetuu, we simplify your job search by aggregating premier listings and providing the tools you need to stand out. Don't miss the chance to elevate your professional journey—explore more opportunities and career insights on our platform today.

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