岗位概述 负责高价值客户的开发与维护,深入了解各家产品与解决方案,通过专业够听和定制化的解决方案,推动交易、资产及收入等关键指标的持续增长。该岗位高度 KPI 导向,需要强目标感、快速学习能力,同时能接受高强度出差。 主要工作职责 1- 开发与拓展 通过多渠道(线下拜访、行业会议、社群、转介绍等)挖掘并开发潜在高价值客户(包括但不限于专业交易者、家族办公室等)。 能够快速画像并识别高潜力目标客户,建立并维护客户线索池和跟进节奏。 2- 客户关系管理与业绩达成 建立并维护稳固的客户关系,定期Review,了解用户交易需求、资金规模与产品需求。 对所负责客户的 资产规模、交易量、收益贡献等关键指标(KPI)负责,按月度/季度完成业绩目标。 3- 产品与解决方案咨询 深入理解各家主流交易平台的各产品条线(如:现货、合约、期权、Earn/理财、结构化产品等),能够为客户提供对比分析和专业建议。 收集客户需求与痛点,协同产品、运营等团队,为重点客户提供定制化解决方案。 4- 行业洞察与学习 持续跟进行业动态、竞品策略和新产品形态,快速掌握并消化新知识,形成对客户有价值的观点与建议。 定期输出客户/市场反馈与竞品情报,为内部策略和产品迭代提供一线视角。 任职要求 至少 2 年及以上 web3 行业工作经验,对主流交易所、钱包、托管、DeFi 等产品有实际使用或服务经验。 能够 快速识别与筛选目标客户,具备优秀的沟通谈判技巧与关系维护能力,有高潜力客户的客户关系管对金融市场、衍生品、风险收益等有基本认知,有银行、券商、资管等金融背景者优先。理、客户服务和运营等相关工作经验优先; 明确的 KPI & 结果导向,习惯用数据衡量业绩。 能接受
Overview: Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of simple to moderate intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like
Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they
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Harvard Business Publishing (HBP) – the leading destination for innovative management thinking. We reach lifelong learners to improve the practice of management in a changing world. This mission inspires each of us to unlock the leader
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About Aura by Hex Trust Aura by Hex Trust is the private wealth business of Hex Trust. We bring institutional-grade digital asset infrastructure - custody, trading, yield, structured products - to high net worth (HNW) individuals
About Aura by Hex Trust Aura by Hex Trust is the private wealth business of Hex Trust. We bring institutional-grade digital asset infrastructure - custody, trading, yield, structured products - to high net worth (HNW) individuals
About Aura by Hex Trust Aura by Hex Trust is the private wealth business of Hex Trust. We bring institutional-grade digital asset infrastructure - custody, trading, yield, structured products - to high net worth (HNW) individuals
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Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million