Manager, Investor Relations

Funding Societies Pte Ltd.; Kuala Lumpur; On-site; MYR 180,000 - 240,000; Full time

Benefits offered by this job

Time off

Flexible working

Medical benefits

Mental health

Tech support

Job summary

Funding Societies | Modalku is seeking a Manager, Investor Relations to grow and strengthen our investor ecosystem in Malaysia. You will engage with both Conventional and Islamic investment products, build trusted relationships and drive portfolio growth with emerging affluent and high net worth individuals.

You will manage campaigns and collaborate with Tech, Marketing, CX and Risk to simplify the investor journey while ensuring compliance across internal policies.

Qualifications

• 7–10 years of experience in Banking, Financial Institutions, or Wealth Management.
• Proven experience in relationship management, client acquisition or portfolio growth.
• Exposure to Wealth Management or investment products; Islamic products a plus.
• Strong commercial mindset and excellent communication with affluent clients.
• Fluency in English, Malay, and/or Chinese is advantageous.
• Basic understanding of Islamic investment principles.

Responsibilities

• Drive the acquisition of new investors across Conventional and Islamic investment products.
• Manage and nurture relationships with existing investors to drive retention and growth.
• Identify cross-sell and upsell opportunities based on investor needs.
• Plan and execute investor campaigns, webinars and events.
• Collaborate with Tech, Marketing, CX and Risk to improve the investor journey.
• Ensure timely follow ups, documentation and compliance with policies.
• Represent Funding Societies with professionalism and integrity.

Skills

Relationship management

Client acquisition

Portfolio growth

Wealth management exposure

Islamic investment principles

English, Malay and/or Chinese

Education

Degree holder in finance or related field

Job description

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.
Here at Funding Societies | Modalku we live by 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.

The Role

We are looking for an Manager, Investor Relations professional to help grow and strengthen our investor ecosystem.

You will work across the full investor lifecycle, from acquiring new investors and building trusted relationships, to increasing engagement, growing portfolios and delivering a strong investor experience across our Conventional and Islamic investment products.

Your goal: Grow our investor base, portfolio value and wallet share while building long term relationships that keep investors engaged and invested with us.

This is a commercially focused role where relationship building, investor engagement and business growth go hand in hand. You will work with emerging affluent and high net worth individuals, understand their investment needs and connect them with suitable investment opportunities across our product portfolio.

What You’ll Do

• Drive the acquisition of new investors, including emerging affluent and high net worth individuals, across both Conventional and Islamic investment products.
• Manage and nurture relationships with existing investors to drive retention, engagement and portfolio growth.
• Identify opportunities to cross sell and upsell relevant investment solutions based on investor needs and preferences.
• Plan and execute investor campaigns, webinars and engagement events that strengthen relationships and drive participation.
• Partner with Tech, Marketing, CX and Risk to identify opportunities and support initiatives that make the investor journey simpler, better and more engaging.
• Ensure timely follow ups, accurate documentation and compliance with internal policies and regulatory requirements.
• Represent Funding Societies with professionalism, integrity and a genuine commitment to creating long term, win win relationships with our investors.

• Degree holder with 7 to 10 years of experience in Banking, Financial Institutions, Investment, Wealth Management or related fields.
• Proven experience in relationship management, client acquisition or portfolio growth, ideally within financial services.
• Exposure to Wealth Management, Investment Products, or Relationship Management, with experience across Conventional and/or Islamic products being an advantage.
• Basic understanding of Islamic investment principles and Shariah compliant products is an added advantage.
• Strong commercial mindset with a genuine interest in building client relationships and growing investment portfolios.
• Excellent communication and interpersonal skills, with the ability to build trust and engage confidently with affluent and high net worth individuals.
• Ability to collaborate effectively with cross functional stakeholders and drive initiatives from idea to execution.
• Fluency in English, Malay and/or Chinese is an added advantage.

• 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.