Assistant Relationship Manager - OKX SG

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.

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.

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.

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