Global Investor Relations Senior Advisor

Helicap Group

Malaysia

On-site

MYR 120,000 - 180,000

Full time

9 days ago

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Job summary

Helicap Group, a Singapore-based FinTech firm, is expanding its Sales & Business Development team and seeks a Client Advisor to manage institutional and HNWI investor relationships across our global network.

You will drive high-touch relationship management, oversee data analytics and CRM metrics, and prepare collateral materials while ensuring MAS/KYC compliance. Bachelor’s degree and 5+ years in wealth management are required. This is a full-time, on-site role in Malaysia.

Qualifications

  • Bachelor's degree in Business, Finance, Economics, or related discipline.
  • At least 5 years of relevant experience in wealth management, private banking, investor relations, or financial services.
  • Exceptional written and verbal communication abilities for C-suite and high-net-worth interactions.

Responsibilities

  • Investor Relationship Management: deliver high-touch service to HNWIs, Family Offices, and institutions.
  • Sales Operations & Data Analytics: analyze and optimise client datasets and CRM metrics.
  • Business Development & Expansion: expand Helicap's global client reach.
  • Collateral & Deal Materials: prepare marketing decks, DDQs, and memorandums.
  • Platform Enhancement: assist with investor platform workflows and features.
  • Investor Events & Marketing Support: plan exclusive client engagement events.

Skills

Investor relations
C-suite liaison
Data analytics
CRM management
Pitch decks

Education

Bachelor’s degree in Business/Finance

Job description

Helicap Group, a Singapore-based FinTech firm, is expanding its Sales & Business Development team and seeks a Client Advisor to manage institutional and HNWI investor relationships across our global network.

You will drive high-touch relationship management, oversee data analytics and CRM metrics, and prepare collateral materials while ensuring MAS/KYC compliance. Bachelor’s degree and 5+ years in wealth management are required. This is a full-time, on-site role in Malaysia.

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