- 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。
- 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。
- 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。
- 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。
- Identify and acquire potential high-value clients (including but not limited to professional traders, family offices, etc.) through multiple channels such as in-person visits, industry events, communities and referrals.
- Quickly profile and identify high-potential target clients, maintain a structured lead pipeline and follow-up rhythm.
- Build and maintain strong, long-term relationships with clients; conduct regular reviews to understand their trading needs, capital scale and product preferences.
- Take full responsibility for key KPIs of your client portfolio, including asset under management, trading volume and revenue contribution, and achieve monthly/quarterly performance targets.
- Develop an in-depth understanding of major product lines on leading trading platforms (e.g. spot, perpetuals, options, Earn/wealth management, structured products, etc.) and provide professional comparison and recommendations to clients.
- Gather client needs and pain points, and work with product, operations and other internal teams to deliver customized solutions for key clients.
- Continuously track industry trends, competitor strategies and new product types; quickly absorb new knowledge and translate it into valuable insights and suggestions for clients.
- Regularly share client/market feedback and competitive intelligence to provide frontline input for internal strategy and product iteration.