At a glance
- Experience
- 5+ years experience
- Location
- Singapore
About the role
- We are seeking an experienced Assistant Relationship Manager to support our Relationship Managers in delivering a responsive, seamless experience for high-value clients in Singapore.
- You will take ownership of client preparation, day-to-day servicing, follow-up, and internal coordination across the client lifecycle.
- This is a hands-on, client-facing role for someone who understands the expectations of sophisticated clients, anticipates what needs to be done, and follows through reliably.
Responsibilities
- 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.
- 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.
- 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.
- Support RMs with research and preparation for prospective high-value clients, including understanding their business, trading or investment needs, and relevant market developments.
Requirements
- 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
Benefits
- Competitive total compensation package
- L&D programs and Education subsidy for employees' growth and development
- Various team building programs and company events
- Wellness and meal allowances
- Comprehensive healthcare schemes for employees and dependants
Skills
- CRM
