Lead relationships with OKX's most strategic VIP clients in NEA — including institutional accounts, ultra-HNW individuals, and key referral partners — with higher revenue accountability than a standard RM role.
Identify and act on unspoken client needs through qualitative and quantitative analysis; produce senior-level client intelligence reports that inform product and commercial decisions.
Design and own client service frameworks — including tiering logic, escalation protocols, and service-level standards — that the broader team adopts and operates within.
Act as a senior commercial partner to marketing, product, and operations teams; influence go-to-market decisions for VIP campaigns and product launches.
Mentor and support junior RMs; provide quality reviews, share market insight, and help onboard new team members into the client management approach.
Drive new VIP acquisition through strategic partnerships, high-profile events, and executive-level networking — not just execution, but origination.
Own accurate portfolio data and lead weekly performance reviews with leadership; use data to proactively flag risks and recommend strategic adjustments.

5+ years of experience in private banking, institutional sales, or VIP client management within international financial services — with a clear record of managing complex, high-value portfolios.
Demonstrated ability to build and own senior-level client relationships (C-suite, family offices, institutional trading desks) — not just maintain them.
Experience designing or improving client service processes, not just working within them.
Prior exposure to crypto exchanges or trading platforms is strongly preferred; crypto-native candidates are welcome.
Strong strategic thinking — able to zoom out from individual client needs to spot patterns, inform product direction, and influence commercial strategy.
Comfortable operating with high autonomy and ambiguity; able to make judgment calls without waiting for direction.

Senior VIP Relationship Manager

Key skills