Responsibilities
- Identify and cultivate relationships with high-net-worth institutional clients, including investment firms, asset managers, quant teams, and family offices, focusing on those with substantial assets and trading capacity.
- Generate a steady flow of potential clients through participation in industry conferences, referrals, and in-person meetings, with a focus on accelerating deal finalization.
- Gain in-depth knowledge of each client’s investment approach, financial framework, and service requirements to offer customized solutions.
- Maintain ongoing, meaningful communication with clients to build trust and strengthen long-term partnerships, driving increases in managed assets, trading frequency, and platform engagement.
- Take full accountability for performance indicators tied to client portfolios, such as assets under management, trading volume, and revenue generation.
- Consistently achieve monthly and quarterly goals for onboarding new assets and activating business, while enhancing client value over time.
- Achieve comprehensive proficiency in all platform offerings—including spot trading, derivatives, structured products, and exclusive institutional services—to deliver strategic product recommendations aligned with client objectives.
- Collect and analyze feedback from institutional clients regarding challenges and customization needs, then collaborate with internal departments to implement tailored solutions.
- Offer timely market analysis and expert advice during pivotal market events to support client decision-making.
- Stay informed about evolving trends in the institutional cryptocurrency sector and monitor competitive service models.
- Provide internal stakeholders with actionable insights from client interactions and market developments to guide product innovation and strategic planning.
- Proactively source and engage high-value institutional clients with significant capital and trading potential, including professional investment firms, asset managers, and quantitative teams.
- Build and sustain a robust client pipeline using diverse outreach methods such as industry events, peer networks, and face-to-face visits, ensuring rapid identification and conversion of high-potential prospects.
- Understand client-specific trading behaviors, capital allocation, and product expectations to design individualized service strategies, maintaining regular reviews to ensure satisfaction and loyalty.
- Take direct ownership of key performance outcomes including asset levels, trading activity, and financial contribution, meeting periodic targets for asset acquisition and activation.
- Master the full range of platform products—spot, derivatives, structured instruments, and dedicated institutional tools—and advise clients on optimal product combinations based on their investment goals and risk profiles.
- Gather detailed input from institutional clients on operational pain points and special requests, coordinating cross-functionally to implement customized offerings.
- Deliver proactive market updates and expert guidance during critical financial moments to enhance client confidence and engagement.
- Monitor institutional crypto market shifts and competitor service developments, regularly feeding insights back into the organization to shape future offerings and strategy.
Benefits
- Competitive total compensation package
- Variety of team-building initiatives and company-hosted events
- Additional perks shared during the hiring process
Compensation
Competitive total compensation package
Work Arrangement
Frequent travel and in-person client meetings are required
Team
Variety of team-building initiatives and company-hosted events
Responsibilities
- 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。
- 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。
- 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。
- 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。
- 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。
Other
- Frequent travel / client visits required
- Work in both Chinese and English (listening, speaking, reading and writing) required