岗位概述
负责高价值客户的开发与维护，深入了解各家产品与解决方案，通过专业够听和定制化的解决方案，推动交易、资产及收入等关键指标的持续增长。该岗位高度 KPI 导向，需要强目标感、快速学习能力，同时能接受高强度出差。
主要工作职责
1- 开发与拓展
- 通过多渠道（线下拜访、行业会议、社群、转介绍等）挖掘并开发潜在高价值客户（包括但不限于专业交易者、家族办公室等）。
- 能够快速画像并识别高潜力目标客户，建立并维护客户线索池和跟进节奏。
2- 客户关系管理与业绩达成
- 建立并维护稳固的客户关系，定期Review，了解用户交易需求、资金规模与产品需求。
- 对所负责客户的 资产规模、交易量、收益贡献等关键指标（KPI）负责，按月度/季度完成业绩目标。
3- 产品与解决方案咨询
- 深入理解各家主流交易平台的各产品条线（如：现货、合约、期权、Earn/理财、结构化产品等），能够为客户提供对比分析和专业建议。
- 收集客户需求与痛点，协同产品、运营等团队，为重点客户提供定制化解决方案。
4- 行业洞察与学习
- 持续跟进行业动态、竞品策略和新产品形态，快速掌握并消化新知识，形成对客户有价值的观点与建议。
- 定期输出客户/市场反馈与竞品情报，为内部策略和产品迭代提供一线视角。
任职要求
- 至少 2 年及以上 web3 行业工作经验，对主流交易所、钱包、托管、DeFi 等产品有实际使用或服务经验。
- 能够 快速识别与筛选目标客户，具备优秀的沟通谈判技巧与关系维护能力，有高潜力客户的客户关系管对金融市场、衍生品、风险收益等有基本认知，有银行、券商、资管等金融背景者优先。理、客户服务和运营等相关工作经验优先；
- 明确的 KPI & 结果导向，习惯用数据衡量业绩。
- 能接受 高强度工作节奏与频繁出差 / 拜访。
- 自驱力强，抗压能力好，能够在不确定环境中找到路径并推动落地。
- 能够 中英文双语工作（听说读写）；
- 本科及以上学历，金融、经济、会计、数学、统计、计算机等相关专业优先。
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 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.
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