Responsibilities
- 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).
- 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.
- 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.
- 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.
- Maintain accurate records of all client activity, conversations, opportunities and pipeline stages within the CRM.
- Track engagement, conversion and revenue performance against defined targets.
- 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.
- Stay current on crypto market structure, trading trends, yield products and competitor offerings in order to engage clients in informed and credible conversations.
- Provide regular updates on client performance, portfolio expansion, pipeline activity and strategic opportunities.
Requirements
- 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.
Nice to Have
- Experience in crypto, trading platforms or institutional brokerage environments is highly desirable.
- 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.
Benefits
- 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.
Work Arrangement
Remote (Worldwide)
Additional Information
- Work from Anywhere Policy: You can work remotely from anywhere in the world for up to 20 days per year.
- The latest Apple equipment for optimal productivity.
