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Role Overview
Responsible for acquiring and managing high-value clients, developing a deep understanding of different products and solutions across platforms, and driving sustainable growth in trading volume, assets and revenue through professional consultation and customized solutions. This is a highly KPI-driven role that requires strong goal orientation, fast learning ability, and the ability to handle frequent business travel.
Key Responsibilities
1- Client Acquisition & Expansion
- Identify and acquire potential high-value clients (including but not limited to professional traders, family offices, etc.) through multiple channels such as in-person visits, industry events, communities and referrals.
- Quickly profile and identify high-potential target clients, maintain a structured lead pipeline and follow-up rhythm.
2- Client Relationship Management & Target Delivery
- Build and maintain strong, long-term relationships with clients; conduct regular reviews to understand their trading needs, capital scale and product preferences.
- Take full responsibility for key KPIs of your client portfolio, including asset under management, trading volume and revenue contribution, and achieve monthly/quarterly performance targets.
3- Product & Solutions Advisory
- Develop an in-depth understanding of major product lines on leading trading platforms (e.g. spot, perpetuals, options, Earn/wealth management, structured products, etc.) and provide professional comparison and recommendations to clients.
- Gather client needs and pain points, and work with product, operations and other internal teams to deliver customized solutions for key clients.
4- Industry Insight & Continuous Learning
- Continuously track industry trends, competitor strategies and new product types; quickly absorb new knowledge and translate it into valuable insights and suggestions for clients.
- Regularly share client/market feedback and competitive intelligence to provide frontline input for internal strategy and product iteration.
Requirements
- At least 2 years of work experience in the Web3 industry, with hands-on usage or service experience related to major exchanges, wallets, custody solutions, DeFi products, etc.
- 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 riskreturn; background in banking, securities or asset management is a strong plus.
- Clear KPI & result orientation, and comfortable using data to measure and manage performance.
- Comfortable with a high-intensity work pace and frequent travel / client visits.
- Strong self-motivation and resilience, able to find paths forward and drive execution in an uncertain environment.
- Able to work in both Chinese and English (listening, speaking, reading and writing).
- Bachelors degree or above; majors in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science or related fields are preferred.
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