OKX - Assistant Relationship Manager

• Client & Meeting Preparation- Prepare concise client briefs covering relationship history, account activity, outstanding requests, and relevant discussion points, ensuring RMs are well prepared for client conversations.- Coordinate meeting agendas, materials, and logistics, and conduct client or prospect research as required.- Maintain accurate and up-to-date client records, ensuring relevant information is readily accessible to RMs. • Client & Meeting Preparation • Onboarding & Account Support- Guide clients through onboarding and account maintenance, clearly communicating documentation requirements, next steps, and progress.- Coordinate KYC and account-related requests with Operations and Compliance, checking submissions for completeness and following up on outstanding information.- Drive operational blockers towards resolution, recognising when matters require RM involvement or specialist review and escalating promptly. • Onboarding & Account Support • RM Enablement & Process Improvement- Maintain CRM records, action trackers, and reporting so RMs have clear visibility of client priorities and outstanding actions.- Develop knowledge of OKX products and processes to independently handle routine enquiries and anticipate information RMs may need.- Identify recurring service issues and improve workflows to reduce administrative burden, strengthen follow-through, and improve the overall client experience. • RM Enablement & Process Improvement • Commercial Support- Support RMs with research and preparation for prospective high-value clients, including understanding their business, trading or investment needs, and relevant market developments.- Support prospect follow-up and progression through the sales process, coordinating agreed next steps and maintaining momentum.- Where appropriate, support targeted outreach and initial client engagement under the direction of RMs. • Commercial Support • What We Look For In You • 5+ years of experience in financial services, fintech, crypto, wealth management, institutional sales, client servicing, or another relevant commercial environment. • Strong interest in crypto and financial markets, with the curiosity and ability to develop deep product knowledge quickly. • Commercially minded and confident engaging directly with clients, with the ambition to develop into an independent Relationship Manager. • Experience supporting HNW/UHNW, family-office, institutional or other sophisticated clients, including complex account structures and time-sensitive instructions. • Strong ownership and follow-through, with the ability to manage multiple client requests and ensure issues are driven through to resolution. • Analytical and detail-oriented, with the ability to use client and activity data to identify commercial opportunities. • Strong written and verbal communication skills, with the ability to work effectively across clients and internal stakeholders. • Proactive, resourceful, and comfortable operating in a fast-paced environment where priorities can change quickly. • Fluency in English and Mandarin is required