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VIP Relationship Manager; Taiwan

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: OKX
Full Time position
Listed on 2026-09-30
Job specializations:
  • Business
    Client Relationship Management, Business Development
  • Sales
    Client Relationship Management, Business Development
Salary/Wage Range or Industry Benchmark: 110000 - 180000 USD Yearly USD 110000.00 180000.00 YEAR
Job Description & How to Apply Below
Position: VIP Relationship Manager (Taiwan)

岗位概述

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。

主要工作职责 1-开发与拓展
  • 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。
2-客户关系管理与业绩达成
  • 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。
3-产品与解决方案咨询
  • 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。
4-行业洞察与学习
  • 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。
任职要求
  • 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。理、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 。
Role Overview

Responsibleforacquiringandmanaginghigh-valueclients,developingadeepunderstandingofdifferentproductsandsolutionsacrossplatforms,anddrivingsustainablegrowthintradingvolume,assetsandrevenuethroughprofessionalconsultationandcustomizedsolutions.

ThisisahighlyKPI-drivenrolethatrequiresstronggoalorientation,fastlearningability,andtheabilitytohandlefrequentbusinesstravel.

Key Responsibilities 1-Client Acquisition&Expansion
  • Identifyandacquirepotentialhigh-valueclients(includingbutnotlimitedtoprofessionaltraders,familyoffices,etc.)throughmultiplechannelssuchasin-personvisits,industryevents,communitiesandreferrals.
  • Quicklyprofileandidentifyhigh-potentialtargetclients,maintainastructuredleadpipelineandfollow-uprhythm.
2-Client Relationship Management &Target Delivery
  • Buildandmaintainstrong,long-termrelationshipswithclients;conductregularreviewstounderstandtheirtradingneeds,capitalscaleandproductpreferences.
  • TakefullresponsibilityforkeyKPIsofyourclientportfolio,includingassetundermanagement,tradingvolumeandrevenuecontribution,andachievemonthly/quarterlyperformancetargets.
3-Product&Solutions Advisory
  • Developanin-depthunderstandingofmajorproductlinesonleadingtradingplatforms(e.g.spot,perpetuals,options,Earn/wealthmanagement,structuredproducts,etc.)andprovideprofessionalcomparisonandrecommendationstoclients.
  • Gatherclientneedsandpainpoints,andworkwithproduct,operationsandotherinternalteamstodelivercustomizedsolutionsforkeyclients.
4-Industry Insight&Continuous Learning
  • Continuouslytrackindustrytrends,competitorstrategiesandnewproducttypes;quicklyabsorbnewknowledgeandtranslateitintovaluableinsightsandsuggestionsforclients.
  • Regularlyshareclient/marketfeedbackandcompetitiveintelligencetoprovidefrontlineinputforinternalstrategyandproductiteration.
Requirements
  • Atleast 2yearsofworkexperienceintheW…
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