Relationship Manager | JobSetuu
OKX
Posted 2 weeks ago • Via jobicy.com
Description
Job Overview
- Source: Jobicy
Job Description
Who We Are
About this role
What You’ll Be Doing
- 通过多渠道(线下拜访、行业会议、社群、转介绍等)挖掘并开发潜在高价值客户(包括但不限于专业交易者、家族办公室等)。
- 能够快速画像并识别高潜力目标客户,建立并维护客户线索池和跟进节奏。
- 建立并维护稳固的客户关系,定期Review,了解用户交易需求、资金规模与产品需求。
- 对所负责客户的 资产规模、交易量、收益贡献等关键指标(KPI)负责,按月度/季度完成业绩目标。
- 深入理解各家主流交易平台的各产品条线(如:现货、合约、期权、Earn/理财、结构化产品等),能够为客户提供对比分析和专业建议。
- 收集客户需求与痛点,协同产品、运营等团队,为重点客户提供定制化解决方案。
- 持续跟进行业动态、竞品策略和新产品形态,快速掌握并消化新知识,形成对客户有价值的观点与建议。
- 定期输出客户/市场反馈与竞品情报,为内部策略和产品迭代提供一线视角。
- Identify and acquire potential high-value clients (including but not limited to professional traders, family offices, etc.) through multiple channels such as in-person visits, industry events, communities and referrals.
- Quickly profile and identify high-potential target clients, maintain a structured lead pipeline and follow-up rhythm.
- Build and maintain strong, long-term relationships with clients; conduct regular reviews to understand their trading needs, capital scale and product preferences.
- Take full responsibility for key KPIs of your client portfolio, including asset under management, trading volume and revenue contribution, and achieve monthly/quarterly performance targets.
- Develop an in-depth understanding of major product lines on leading trading platforms (e.g. spot, perpetuals, options, Earn/wealth management, structured products, etc.) and provide professional comparison and recommendations to clients.
- Gather client needs and pain points, and work with product, operations and other internal teams to deliver customized solutions for key clients.
- Continuously track industry trends, competitor strategies and new product types; quickly absorb new knowledge and translate it into valuable insights and suggestions for clients.
- Regularly share client/market feedback and competitive intelligence to provide frontline input for internal strategy and product iteration.
What We Look For In You
- 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。
- 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。
- 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。
- 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.
Perks & Benefits
-
Competitive total compensation package
-
Various team building programs and company events
- More that we love to tell you along the process!
Expert Career Tips for Relationship Manager Roles
To succeed in a competitive market as a Relationship Manager, 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 Relationship Manager 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
- Resume screening
- HR call
- Skill interview
- Final manager interview
- 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 Relationship Manager 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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