VIP Relationship Manager

• →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.

• 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.
  

• 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.