Account Manager

• 负责高价值客户的开发与维护，深入了解各家产品与解决方案，通过专业够听和定制化的解决方案，推动交易、资产及收入等关键指标的持续增长。该岗位高度 KPI 导向，需要强目标感、快速学习能力，同时能接受高强度出差。
• 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。

Relationship Manager

• 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.

Institutional Relationship Manager – VIP

• Managing accounts from onboarding to renewal
• Managing and guiding clients on all levels: technical, business, and product (collaborating with other teams)
• Working on quotes, agreements, and NDAs – making sure the client’s onboarding journey is smooth and quick
• Researching & identifying potential prospects based on strategy development aspects
• Maintaining highly targeted outbound outreach (incl. email, phone, LinkedIn, etc.) to source meetings with key prospects
• Introducing clients to the new features and handling new feature releases

See all jobs on JobTailor

Relationship Manager

Institutional Relationship Manager – VIP

Sales Operations Specialist – Partnerships, APAC

Sales Operations – Partnerships, APAC