Posting Date: 2026-05-14
Responsibilities:
We are seeking a Client Relationship Manager specializing in Web3 and high-net-worth clients. You will acquire and manage high-value clients (HNWIs, family offices, institutions, Web3 companies) and drive AUM and trading volume growth through professional advisory.
This is a KPI-driven role requiring strong goal orientation, fast learning, and flexibility for frequent client travel.
Source and onboard high-net-worth and institutional clients, especially Web3 ecosystem players (exchanges, project teams, digital asset funds) via visits, events, communities and referrals
Build long-term trust-based relationships and understand clients' investment goals, capital scale and digital asset needs through regular reviews
Own key metrics (AUM, trading volume, revenue); consistently achieve monthly/quarterly targets
Develop deep expertise across both traditional products (equities, ETFs, futures, structured products) and digital assets (spot, perpetuals, options, Earn/wealth products, custody solutions); provide professional comparison and allocation advice
Gather client needs and pain points, collaborate with product, operations and research teams to deliver cross-market, cross-ecosystem solutions for key accounts
Stay current on capital markets andWeb3 industry trends, competitor strategies and new product launches; regularly share client feedback and competitivein sights internally
Requirements:
Bachelor's degree or above in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science or related fields preferred
At least 2+ years of experience in Web3 or financial services (exchanges, brokerages, banks, asset management) with hands-on knowledge of major exchanges, wallets, custody solutions, or DeFi products
Solid understanding of crypto assets and traditional financial derivatives, with basic knowledge of financial markets and risk-return dynamics
Strong KPI and results orientation, resilient under pressure, and able to navigate ambiguity to drive outcomes
Thrive in high-intensity work pace and frequent client travel (Greater Bay Area and overseas markets)
Fluent in both Chinese (Cantonese and Mandarin) and English (spoken and written)
We offer an attractive remuneration package including:
- Performance Bonus
- Staff Discount for Company Products/Services
- Birthday Leave
- Medical Insurance
- Dental Insurance
- Scholarships & Training Sponsorship
To apply, please click "Apply Now" and submit your resume with expected salary.
(Personal data collected will be kept strictly confidential and used for recruitment purpose only.)
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