Institutional Relationship Manager – VIP

OKX

Institutional Relationship Manager developing high-value institutional clients in Web3 for OKX. Fostering relationships and driving growth for crypto trading and decentralized applications.

Posted 5/18/2026full-timeRemote • ⛩ Anywhere in AsiaJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

Web3

About the role

Key responsibilities & impact

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.
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.
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.
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.
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.
Stay current on institutional crypto market trends and competitor service strategies.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Web3financial marketsderivativesrisk managementaccount operationsdata analysisclient serviceasset managementquantitative tradingtrading strategy

Soft Skills

communicationnegotiationrelationship-buildingself-motivationresilienceKPI orientationresult orientationadaptabilityclient engagementtrust-building