Relationship Manager

About this role

What You’ll Be Doing

• 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。

• 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。

• 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。

• 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。

• 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.

• 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.

• 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.

• 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.