Investor Sales Executive

Funding Societies | Modalku Group; Kampung Malaysia Tambahan; Hybrid; MYR 65,000 - 90,000; Full time

Benefits offered by this job

Flexible vacations

Flexible working

Medical benefits

Mental health & wellness

Tech support

Job summary

Funding Societies | Modalku is hiring an Investor Relationship role to support acquisition of new investors and nurture existing ones across Conventional and Islamic products.

You will collaborate with Tech, Marketing, CX and Risk to enhance the investor experience, ensure compliance, and drive portfolio growth through cross-selling and timely follow-ups. 1–8 years in banking/investment roles preferred, fluent in English and Malay; Chinese a plus.

Qualifications

• Degree holder with 1–8 years in Banking, Financial Institutions, or Investment-related roles.
• Exposure to Wealth Management or Investment Products.
• Basic understanding of Islamic investment principles is a plus.
• Fluent in English and Malay; Chinese is an added advantage.

Responsibilities

• Support the acquisition of new investors, including emerging affluent and high net-worth individuals, for both Conventional and Islamic investment products.
• Assist in managing and nurturing relationships with existing investors to drive retention and portfolio growth.
• Identify opportunities to increase wallet share through cross-selling and upselling of suitable investment solutions.
• Support planning and execution of investor campaigns, webinars, and engagement events.
• Work closely with Tech, Marketing, CX, and Risk teams to support initiatives aimed at enhancing the investor experience.
• Ensure timely follow-ups, accurate documentation, and compliance with internal policies and regulatory requirements.
• Maintain professionalism and uphold high standards of integrity in all investor interactions.

Skills

Investor relations

Client relations

Investment advisory

Multilingual

Interpersonal skills

Education

Degree holder

Job description

Funding Societies | Modalku

Funding Societies | Modalku is the largest SME digital finance platform in Southeast Asia. We are licensed and operating in Singapore, Indonesia, Thailand, Malaysia and Vietnam, and backed by Sequoia India (Peak XV), Softbank Vision Fund, Khazanah and SMBC bank amongst many others. Funding Societies | Modalku provides business financing to small and medium-sized enterprises (SMEs), which is funded by individual and institutional investors, as well as payments solutions to SMEs and consumers.

Our Core Values: GETFS

• Grow Relentlessly: Strive to become our best, most authentic selves
• Enable Teamwork, Disable Politics: Only by forging togetherness, we help each other succeed
• Test Measure Act: Stay curious and reinvent ourselves, through innovation and experimentation
• Focus on Impact: Create impact through bias for action and tangible results
• Serve with Obsession: Build win-win relationships for the long-term by having a customer obsession

Investor Relationship Role

We are hiring Investor Relationship role with details as:

• Support the acquisition of new investors, including emerging affluent and high net-worth individuals, for both Conventional and Islamic investment products
• Assist in managing and nurturing relationships with existing investors to drive retention and portfolio growth
• Identify opportunities to increase wallet share through cross-selling and upselling of suitable investment solutions
• Support planning and execution of investor campaigns, webinars, and engagement events
• Work closely with Tech, Marketing, CX, and Risk teams to support initiatives aimed at enhancing the investor experience
• Ensure timely follow-ups, accurate documentation, and compliance with internal policies and regulatory requirements
• Maintain professionalism and uphold high standards of integrity in all investor interactions

Requirements

• Degree holder with minimum 1-8 years of experience in Banking, Financial Institutions, or Investment-related roles
• Exposure to Wealth Management, Investment Products, or Relationship Management (Conventional and/or Islamic products)
• Basic understanding of Islamic investment principles (Shariah-compliant products) is an added advantage
• Strong interest in client relationship building and investment advisory
• Good communication and interpersonal skills
• Ability to collaborate effectively with internal stakeholders
• Fluent in English, Malay and Chinese is an added advantage

Benefits

• Time off - We would love you to take time off to rest and rejuvenate. We offer flexible paid vacations as well as many other observed holidays by country. We also like to have our people take a day off for special days like birthdays and work anniversaries
• Flexible working - We believe in giving back the control of work & life to our people. We trust our people and love to provide the space to accommodate each and everyone's working style and personal life
• Medical benefits - We offer health insurance coverage for our employees and dependents. Our people focus on our mission knowing we have their backs for their loved ones too
• Mental health and wellness - We understand that our team productivity is directly linked to our mental and physical health. Hence we organize org-wide fitness initiatives and engage partners to provide well-being coaching
• Tech support - We provide a company laptop for our employees and the best possible support for the right equipment/tools to enable high productivity

Interested to know more about us? Learn about our Stories here.