Institutional Relationship Management

<div class="ace-line ace-line old-record-id-doxuseysYUio6Qia64JLLAwE7dh"> <div data-page-id="doxusokjWsaOkSCIjzixAfRM3sd" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-doxusaUYeCmu82WSkkm5KDd00db"> <div data-page-id="AEW3d0Y2noLuIcxROuFubTLpsZd" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-doxuseysYUio6Qia64JLLAwE7dh"> <div data-page-id="doxusokjWsaOkSCIjzixAfRM3sd" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-doxusaUYeCmu82WSkkm5KDd00db"> <div data-page-id="AEW3d0Y2noLuIcxROuFubTLpsZd" data-docx-has-block-data="false"> <div data-page-id="AEW3d0Y2noLuIcxROuFubTLpsZd" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-doxuseysYUio6Qia64JLLAwE7dh"> <div data-page-id="doxusokjWsaOkSCIjzixAfRM3sd" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-doxusaUYeCmu82WSkkm5KDd00db"> <div data-page-id="AEW3d0Y2noLuIcxROuFubTLpsZd" data-docx-has-block-data="false"> <div data-page-id="AEW3d0Y2noLuIcxROuFubTLpsZd" data-docx-has-block-data="false"> <div data-page-id="K3J8d2b2DoJ3bOxhiG0lmdnygcd" data-lark-html-role="root" data-docx-has-block-data="false"> <h2 class="heading-2 ace-line old-record-id-HMYvdEYlLoNg8uxqFp2lguHqgYd"><strong>Who We Are</strong></h2> <div class="ace-line ace-line old-record-id-BUQtdSqjkoARkExE7OLlUczGg1h">At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom.</div> <div class="ace-line ace-line old-record-id-Iuoldc19boZMqOx1aTJluxDGg0b">&nbsp;</div> <div class="ace-line ace-line old-record-id-QXOSdoLu6o8o6WxKgYQlkWrAgcf">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.</div> <div class="ace-line ace-line old-record-id-JWE6d1gvxoL9t9x74lgl5iiggsd">&nbsp;</div> <div class="ace-line ace-line old-record-id-A2zDdYwaqocW2FxGzdIlVpgJgMh">Across our multiple offices globally, we are united by our core principles: <em>We Before Me</em>, <em>Do the Right Thing</em>, and <em>Get Things Done</em>. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er.</div> <div class="ace-line ace-line old-record-id-P89Zdbksro7KmhxJpF0lrgFhgie">&nbsp;</div> <div class="ace-line ace-line old-record-id-KKX6dk629o1ZSAxXVgqleySggRb">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.</div> <div class="ace-line ace-line old-record-id-Yj3fdf5IYojoTUxwG7ylCkuEg6b">&nbsp;</div> <h2 class="heading-2 ace-line old-record-id-Dx3odHflso12d5xnUz2lDdXSg3c"><strong>What You’ll Be Doing </strong></h2> <div class="ace-line ace-line old-record-id-DyvmdeMUHoH2wxxvWR2likHjgZb">&nbsp;</div> <div class="ace-line ace-line old-record-id-IfCsdun1Uo946sxsGKGlTXTugcg"><strong>Institutional Client Development &amp; Acquisition</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-LkG5dBbJwodaWsxcWOXlFNO1gQf" data-list="bullet"> <div>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.</div> </li> <li class="ace-line ace-line old-record-id-JBFZdglUpoXngIxlF9MlwCzKgxd" data-list="bullet"> <div>Build a consistent client pipeline through industry events, peer referrals, and in-person visits, and drive partnerships to closure efficiently.</div> </li> </ul> <div class="ace-line ace-line old-record-id-MUumdNp8Vo5gVBxaY3JlbcfMgzh"><strong>Deep Relationship Management &amp; Client Lifecycle</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-YMoNdUfPPot0MhxVDfDleBFqg1e" data-list="bullet"> <div>Develop a thorough understanding of each client's trading strategy, capital structure, and product needs, and deliver tailored service solutions accordingly.</div> </li> <li class="ace-line ace-line old-record-id-DVmOdy0MHo6c6rxEUgwlmTJRgyb" data-list="bullet"> <div>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.</div> </li> </ul> <div class="ace-line ace-line old-record-id-LZZhdyhIYoGUyUxtJGYl16QdgRd"><strong>KPI Ownership &amp; Business Performance</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-S8w3dUUZhou3x1xoMselzjbcgmc" data-list="bullet"> <div>Take full ownership of key performance metrics for your client portfolio, including AUM, trading volume, and revenue contribution.</div> </li> <li class="ace-line ace-line old-record-id-PduxdTAfuoWdptxwkz1ljdNCg9d" data-list="bullet"> <div>Consistently meet monthly and quarterly targets for asset onboarding and business activation, and optimize client value output over time.</div> </li> </ul> <div class="ace-line ace-line old-record-id-P4f8dS9WYo9fndxhyrKlUtRJgyb"><strong>Consultative Product Sales</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-Igqddx8cpoyZVuxndvclqT7sgkD" data-list="bullet"> <div>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.</div> </li> </ul> <div class="ace-line ace-line old-record-id-R4AXdOlJwo4jaMxPiajlppdyg5f"><strong>Client Needs Synthesis &amp; Cross-Functional Collaboration</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-NlstdPmVxoPI13xESSIlPzYZgqh" data-list="bullet"> <div>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.</div> </li> <li class="ace-line ace-line old-record-id-QJMBddSGxoXUGsxYgpIlbiO0gdc" data-list="bullet"> <div>Proactively provide clients with market insights and professional guidance at critical moments.</div> </li> </ul> <div class="ace-line ace-line old-record-id-HN9ddZGE7oXwGBxpmNMlQr4Xg8f"><strong>Market Intelligence &amp; Competitive Tracking</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-SOnWdzrMeooIMcx2K3qlMAt6gqd" data-list="bullet"> <div>Stay current on institutional crypto market trends and competitor service strategies.</div> </li> <li class="ace-line ace-line old-record-id-GDkHdNxAuoz8UXx1jislfEtXgHn" data-list="bullet"> <div>Regularly share market intelligence and client feedback internally to inform product development and business strategy.</div> </li> </ul> <div class="ace-line ace-line old-record-id-QFRgdyf2poMWPmxkRn2lnjE0gCb"><strong>高净值机构客户开发与拓展</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-CvlUdmsQOoHNcExNSEOlMLdIgRb" data-list="bullet"> <div>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。</div> </li> </ul> <div class="ace-line ace-line old-record-id-H2EFd1mJGoh3QbxMtm4l0ZdmgBd"><strong>深度客户关系维护与生命周期管理</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-JKOBdnFenoi0JoxtbDrlvncygqe" data-list="bullet"> <div>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。</div> </li> </ul> <div class="ace-line ace-line old-record-id-Wl4pd1s7Aot8WzxjhY8loFzkgFf"><strong>核心业绩指标达成</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-DvRbdB10po40J4xz7EMlWWfzgQb" data-list="bullet"> <div>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。</div> </li> </ul> <div class="ace-line ace-line old-record-id-LNozdxZ8OomD99xTsGTluqLPggg"><strong>机构产品方案顾问式销售</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-NzXJdq1Kmo2k1LxU1WglRmPxg3c" data-list="bullet"> <div>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。</div> </li> </ul> <div class="ace-line ace-line old-record-id-FfZYdvTHaouk7Qxi49Nl43Z4gNf"><strong>客户需求收集与内部协同</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-RaUrdloOSomn0LxPf78lTFs8gHg" data-list="bullet"> <div>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。</div> </li> </ul> <div class="ace-line ace-line old-record-id-SQJddgVrcoAOL9xcLMWl4yVhgUc"><strong>行业洞察与竞品追踪</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-HJvcdhm5iorUcIxDMQulOgJegDr" data-list="bullet"> <div>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。</div> </li> </ul> <div class="ace-line ace-line old-record-id-ImUCdOAl1oiwouxUp1llN96UgVf">&nbsp;</div> <h2 class="heading-2 ace-line old-record-id-E65pdpBz7orhxExFu3rlwNUHgXe"><strong>What We’re Looking For</strong></h2> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-A7QKdNcMwoDK0lxt0uTl2Urogpd" data-list="bullet"> <div>Experience in the Web3 industry, with hands-on usage or service experience related to major exchanges, wallets, custody solutions, DeFi products, etc.</div> </li> <li class="ace-line ace-line old-record-id-JD71dk1VfoPufUxvOeplMUhOgAe" data-list="bullet"> <div>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.</div> </li> <li class="ace-line ace-line old-record-id-VXoAd1Gp3oPLsbxpKIrl1rtLgRb" data-list="bullet"> <div>Clear KPI &amp; result orientation, and comfortable using data to measure and manage performance.</div> </li> <li class="ace-line ace-line old-record-id-RA61dbP65oqHl9xWfbjlKwYOgSf" data-list="bullet"> <div>Comfortable with a high-intensity work pace and frequent travel / client visits.</div> </li> <li class="ace-line ace-line old-record-id-H9D0dfgSfoLkhrxgiMxlVTLRgNn" data-list="bullet"> <div>Strong self-motivation and resilience, able to find paths forward and drive execution in an uncertain environment.</div> </li> <li class="ace-line ace-line old-record-id-HgvGdLVbqoEjhAxu4ZllLPECgGd" data-list="bullet"> <div>Able to work in both Chinese and English (listening, speaking, reading and writing).</div> </li> <li class="ace-line ace-line old-record-id-V25cdpGenoJrNSxq80qlssClgPg" data-list="bullet"> <div>Bachelor’s degree or above; majors in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science or related fields are preferred.</div> </li> <li class="ace-line ace-line old-record-id-H1u2d3w9voW0bXxi0lEl4XhugUc" data-list="bullet"> <div>\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</div> </li> <li class="ace-line ace-line old-record-id-AT4udsdyGo5z4MxVVSClQ2h6gud" data-list="bullet"> <div>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；</div> </li> <li class="ace-line ace-line old-record-id-Z8VrdHtHgozCssx8oAClf8u9gtd" data-list="bullet"> <div>明确的KPI &amp; 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。</div> </li> <li class="ace-line ace-line old-record-id-L4UwdSrElo8fZTxB1ovlO0jkgaf" data-list="bullet"> <div>能适应高强度工作环境，可接受频繁出差及客户拜访。</div> </li> <li class="ace-line ace-line old-record-id-Tw4kdGxHnoxHlExwQqQld8rqgUq" data-list="bullet"> <div>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。</div> </li> <li class="ace-line ace-line old-record-id-KJr0dGqEsovC7qxExSQl79YTgcb" data-list="bullet"> <div>能够中英文双语工作（听说读写）；</div> </li> <li class="ace-line ace-line old-record-id-PXBZdlH5qoJvf7xd85ElIj2Dggh" data-list="bullet"> <div>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。</div> </li> </ul> <div class="ace-line ace-line old-record-id-TytHdVXnboh5LQxlswllIQNGgHe">&nbsp;</div> <h2 class="heading-2 ace-line old-record-id-Y2v5d1rQfooHLDxQjDglgjTUgDd"><strong>Perks &amp; Benefits</strong></h2> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-RW6Pdw6VHoVbr1xjEpNlwJnQgHe" data-list="bullet"> <div>Competitive total compensation package</div> </li> <li class="ace-line ace-line old-record-id-CyzxdGOoBoefMNxWQf0loJceg3d" data-list="bullet"> <div>Various team building programs and company events</div> </li> <li class="ace-line ace-line old-record-id-ViuBdnFPBo3VSsxXJErlAcDOgQg" data-list="bullet"> <div>More that we love to tell you along the process!</div> </li> </ul> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div><div class="content-conclusion"><div data-lark-html-role="root"><span class="text-only" data-eleid="18"><span class="text-only"><span class="text-only" data-eleid="6">Notice:<br></span></span></span> <div data-lark-html-role="root"><span class="text-only" data-eleid="26"><span class="text-only">All official </span><span class="text-only text-with-abbreviation text-with-abbreviation-bottomline">OKX</span><span class="text-only"> vacancies are published on this website.</span></span> <span class="text-only" data-eleid="28"><span class="text-only">While roles may appear on selected third-party platforms from time to time, information on other sites may be inaccurate or outdated. </span></span><strong><span class="text-only" data-eleid="29"><span class="text-only">If in doubt, please apply directly through our official careers website.</span></span></strong></div> </div> <div data-lark-html-role="root"><span class="text-only" data-eleid="18"><span class="text-only">Information collected and processed as part of the recruitment process of any job application you choose to submit is subject to&nbsp;</span><span class="text-only text-with-abbreviation text-with-abbreviation-bottomline">OKX</span><span class="text-only">'s </span></span><a class="link rich-text-anchor __anchor-intercept-flag__ text-content-link" href="https://www.okx.com/en-eu/help/okx-candidate-privacy-notice" target="_blank" data-eleid="19" data-lark-is-custom="true" data-lark-link="true">Candidate Privacy Notice</a><span class="text-only" data-eleid="20"><span class="text-only">.</span></span></div></div>