VIP Relationship Manager
Blockchain
AI Summary
The vacancy is well-structured with clear expectations and a solid company profile, though some areas could use more detail.
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Description
What You Will Do
- •Relationship Ownership & Concierge Servicing
Own and manage a portfolio of high-net-worth and top-revenue VIP clients. Serve as the primary point of contact for clients across onboarding, account support, product adoption and portfolio growth. Deliver a high-touch, concierge-style experience through direct messaging and real-time communication channels (including Telegram).
- •Revenue Growth & Portfolio Expansion
Actively drive upsell and cross-sell across the VIP product suite, including Trading, OTC, Earn, Lending, referrals and promotional programs. Identify opportunities to grow client AUM, trading activity and product penetration through consultative discovery and tailored solutions. Partner with clients to understand their trading behavior, portfolio objectives and risk preferences in order to recommend relevant products and incentives.
- •Client Discovery & Needs Qualification
Conduct structured discovery conversations to understand client goals, asset allocation, trading patterns and competitive usage. Segment clients by archetype (e.g. active traders vs long-term holders) to personalize engagement and growth strategies.
- •Collaboration with Sales, Product & Operations
Work closely with institutional sales, OTC, product, operations, compliance and growth teams to deliver seamless client experiences. Act as the voice of the VIP client internally by surfacing product feedback, feature gaps and competitive insights.
- •Pipeline & CRM Management
Maintain accurate records of all client activity, conversations, opportunities and pipeline stages within the CRM. Track engagement, conversion and revenue performance against defined targets.
- •Client Engagement & Community Building
Create and manage dedicated Telegram groups and direct channels to facilitate real-time engagement between VIP clients and internal teams. Support exclusive VIP initiatives including events, promotions, product pilots and referral programs.
- •Market & Industry Expertise
Stay current on crypto market structure, trading trends, yield products and competitor offerings in order to engage clients in informed and credible conversations.
- •Reporting & Performance Management
Provide regular updates on client performance, portfolio expansion, pipeline activity and strategic opportunities.
What Will Set You Apart
- •Existing relationships or a personal network of high-net-worth or active trading clients.
- •Experience supporting clients across multiple products such as trading, yield, lending or structured investment products.
- •A background in consultative or solution-based sales rather than transactional sales.
Compensation & Perks
- •Competitive salary and meaningful equity in an industry-leading company.
- •Institutional Incentive Plan based on performance and PnL.
- •The opportunity to be a key player and build your career at a rapidly expanding, global technology company in an exciting, emerging industry.
- •Comprehensive health, dental, and vision benefits.
- •Unlimited vacation policy to maintain work-life balance.
- •The latest Apple equipment for optimal productivity.
- •Performance-based bonuses.
- •Work from Anywhere Policy: You can work remotely from anywhere in the world for up to 20 days per year.
Requirements
What You Will Need
- •Proven experience in relationship management, account management, sales, or client advisory roles within financial services, fintech, trading, brokerage or crypto.
- •Demonstrated success in upselling and cross-selling complex financial or technology products to high-value clients.
- •Strong commercial mindset with the ability to influence client behavior and drive revenue growth through trusted relationships.
- •High emotional intelligence (EQ) and outstanding communication skills, with a natural ability to build credibility and rapport with senior and sophisticated clients.
- •Experience using CRM platforms (Salesforce or similar) to manage pipelines, client engagement and performance tracking.
- •Comfort operating in fast-paced, high-ownership environments with revenue accountability.
- •Familiarity with real-time client communication tools such as Telegram, WhatsApp or similar platforms.
- •A strong interest in digital assets, crypto markets and emerging financial products.
- •Self-starter mentality with the ability to manage a book of business independently.
- •Experience in crypto, trading platforms or institutional brokerage environments is highly desirable.