Institutional Relationship Management

Who We Are

At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom.

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.

Across our multiple offices globally, we are united by our core principles:
We Before Me, Do the Right Thing, and Get Things Done. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er.

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.

• 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.
• Proactively provide clients with market insights and professional guidance at critical moments.

• Stay current on institutional crypto market trends and competitor service strategies.
• Regularly share market intelligence and client feedback internally to inform product development and business strategy.

• 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。

• 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…