Relationship Ownership & Concierge Servicing

• 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).

Revenue Growth & Portfolio Expansion

• 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.

Client Discovery & Needs Qualification

• 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.

Collaboration with Sales, Product & Operations

• 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.
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