Junior Relationship Manager

Fairview International School; Kuala Lumpur; On-site; MYR 30,000 - 50,000; Full time

Job summary

An innovative firm is seeking a passionate Junior Investment Relationship Manager to join their dynamic team. This role offers the opportunity to support a diverse client base, develop growth strategies, and enhance investor awareness. The ideal candidate will possess strong interpersonal and analytical skills, be proactive, and have a basic understanding of investment products. This is a fantastic opportunity for fresh graduates eager to start their careers in the financial services industry, where they can make a significant impact while growing alongside a forward-thinking company.

Qualifications

• 0-2 years of experience in investment or financial services.
• Strong interpersonal and communication skills to engage effectively.

Responsibilities

• Identify and develop business opportunities to increase the client base.
• Build and maintain strong relationships with clients and stakeholders.
• Educate clients on investment products and guide their decision-making.

Skills

Interpersonal Skills

Analytical Skills

Project Management

Communication Skills

Mandarin Language

Education

Bachelor’s Degree in Investment

Bachelor’s Degree in Finance

Bachelor’s Degree in Business

Bachelor’s Degree in Economics

Job description

CapBay operates an award-winning Supply Chain Finance and Peer-to-Peer (P2P) Financing platform. We facilitate inclusive business financing, using existing trade data and relationships. Through our proprietary credit-decisioning model, businesses of all sizes can obtain short-term financing while banks and investors can participate in high-quality financing deals. You can find out more about us at www.capbay.com

About the Role:

We are seeking a passionate Junior Investment Relationship Manager who is eager to make an impact and grow alongside the CapBay team.

As part of this role, you will support our P2P investor client base, lead initiatives, and develop growth strategies. This position requires you to have strong interpersonal skills in speaking with investors, strong analytical skills to develop meaningful initiatives and strategies, and excellent project management to see initiatives through.

Responsibility:

In this role, you will be expected to:

• Identify and develop business opportunities to increase the existing client base.
• Build and maintain strong relationships with prospective, existing, and High Net Worth clients.
• Be a product expert and educate the clients on the investment products and the risk-adjusted returns.
• Provide investors with comprehensive consultations and guide their decision-making process.
• Enhance investor awareness, generate leads, or raise funds by developing marketing strategies.
• Coordinating operations such as onboarding investors, processing their applications, performing KYC checks, and filing regulatory reports.

Key Qualifications andRequirements:

We are looking for someone who has:

• A Bachelor’s degree in Investment, Finance, Business, Economics, or a related field.
• 0-2 years of experience in investment, financial services, or relationship management (fresh graduates are welcome to apply).
• Able to read and speak Mandarin.
• Strong interpersonal and communication skills to engage effectively with investors and stakeholders.
• Basic understanding of investment products, financial markets, and risk management principles.
• A proactive and goal-oriented mindset, with the ability to work independently and as part of a team.

CapBay operates an award-winning Supply Chain Finance and Peer-to-Peer (P2P) Financing platform. We facilitate inclusive business financing, using existing trade data and relationships. Through our proprietary credit-decisioning model, businesses of all sizes can obtain short-term financing while banks and investors can participate in high-quality financing deals. You can find out more about us at www.capbay.com