Assistant Relationship Manager - OKX SG
Core
Support Relationship Managers in delivering responsive, seamless experiences for high-value individual and institutional clients in Singapore by managing client lifecycle, onboarding, and internal coordination.
Role type
Assistant Relationship Manager (Financial Services/Crypto)
Builds
Client relationships and account servicing for high-net-worth and institutional clients
Domain
Financial Services / Crypto / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Onboarding and KYC coordination, CRM management, Commercial research, Process improvement, Stakeholder coordination
Preferred skills
Experience with HNW/UHNW or family-office clients, Knowledge of crypto products, Analytical thinking
Technologies
CRM systems
Responsibilities
Prepare client briefs and meeting materials, Guide clients through onboarding and account maintenance, Coordinate KYC and compliance requests, Maintain CRM records and action trackers, Support RMs with prospect research and sales process progression, Identify recurring service issues and improve workflows
Seniority
Mid-level, hands-on IC