Investor Sales Executive

Funding Societies | Modalku; Kuala Lumpur; Hybrid; MYR 78,000 - 117,000; Full time

Benefits offered by this job

Health insurance coverage for employee

Company laptop

Flexible working arrangements

Observed holidays by country

Day off for birthdays/work anniversies

Flexible paid vacations

Job summary

Funding Societies | Modalku is seeking a role focused on acquiring new investors for Conventional and Islamic products, while nurturing existing relationships to grow portfolios.

The ideal candidate has 1–8 years in banking/finance, with exposure to wealth management and investment products, plus a basic grasp of Shariah-compliant investing. Flexible working arrangements and strong cross-functional collaboration are offered.

Qualifications

• Degree holder with 1–8 years of experience in Banking/Financial Institutions or Investment roles.
• Exposure to Wealth Management, Investment Products, or Relationship Management (Conventional and/or Islamic).
• Basic understanding of Islamic investment principles (Shariah) is a plus.

Responsibilities

• Support acquisition of new investors for Conventional and Islamic products.
• Nurture relationships with existing investors to drive retention and portfolio growth.
• Identify opportunities to increase wallet share through cross-selling and upselling of investment solutions.

Skills

Relationship building

Investment advisory

Communication

Interpersonal skills

Fluent English

Malay & Chinese

Team collaboration

Education

Bachelor's degree

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

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.

About the role

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.

Key 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.

About you

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

Flexible paid vacations and observed holidays by country

Day off for special days like birthdays and work anniversaries

Flexible working arrangements

Health insurance coverage for employees and dependents

Org-wide fitness initiatives and well-being coaching

Company laptop and support for equipment and tools

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