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.
Strong communication, negotiation, and relationship-building skills with experience managing high-potential client relationships; background in banking, securities, or asset management is a plus.
Clear KPI-driven mindset and comfortable using data to measure and manage performance.
Ability to work in both Chinese and English (listening, speaking, reading, and writing); bachelor's degree or above in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science, or related fields.
Requirements:
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 and manage a consistent client pipeline through industry events, peer referrals, and in-person visits; 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.
Own key performance metrics for your client portfolio (AUM, trading volume, revenue contribution) and consistently meet monthly and quarterly targets.
Job description
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.
What You’ll Be Doing
Institutional Client Development & Acquisition
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.
Deep Relationship Management & Client Lifecycle
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.
KPI Ownership & Business Performance
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.
Consultative Product Sales
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.
Market Intelligence & Competitive Tracking
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.
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 risk–return; 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).
Bachelor’s degree or above; majors in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science or related fields are preferred.
All official OKX vacancies are published on this website.While roles may appear on selected third-party platforms from time to time, information on other sites may be inaccurate or outdated. If in doubt, please apply directly through our official careers website.
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