VIP Relationship Manager

You will own and grow a portfolio of high-net-worth clients, acting as their primary point of contact and trusted advisor. You will drive revenue by upselling and cross-selling across trading, Earn, lending and OTC, run structured discovery conversations, manage pipelines in the CRM, create dedicated client channels (e.g., Telegram), and coordinate with sales, product, operations and compliance to deliver a white-glove concierge experience.

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
• Drive upsell and cross-sell across 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
• Conduct structured discovery conversations to understand client goals, asset allocation and trading patterns
• Segment clients by archetype to personalize engagement and growth strategies
• Coordinate with institutional sales, OTC, product, operations, compliance and growth teams to deliver seamless client experiences
• Maintain accurate records of client activity, conversations, opportunities and pipeline stages within the CRM
• Create and manage dedicated Telegram groups and direct channels for real-time VIP engagement
• Stay current on crypto market structure, trading trends, yield products and competitor offerings
• 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
• High emotional intelligence and outstanding communication skills to build credibility with senior and sophisticated clients
• Experience using CRM platforms such as Salesforce or similar to manage pipelines and client engagement
• Comfort operating in fast-paced, high-ownership environments with revenue accountability
• Familiarity with real-time client communication tools such as Telegram and WhatsApp
• A strong interest in digital assets and crypto markets
• 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

Benefits

• Meaningful equity
• Performance-based bonuses
• Apple equipment provided
• Work from Anywhere policy allowing up to 20 remote days per year