Manager, Investor Relations

Funding Societies | Modalku Group; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Flexible vacations

Flexible working

Medical benefits

Mental health support

Tech equipment provided

Job summary

Funding Societies | Modalku Group in Kuala Lumpur is seeking a Manager, Investor Relations to grow and strengthen our investor ecosystem across Conventional and Islamic products.

You will manage full investor lifecycles, acquire new investors, drive engagement and portfolio growth, and collaborate with Tech, Marketing, CX and Risk to deliver a seamless investor journey while ensuring compliance with internal policies.

Qualifications

• 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 within financial services.
• Exposure to Wealth Management, Investment Products, or Relationship Management; Islamic products are a plus.
• 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 engage affluent and high net worth individuals.
• Ability to collaborate with cross functional stakeholders and drive initiatives from idea to execution.
• Fluency in English, Malay and/or Chinese is an added advantage.

Responsibilities

• Drive the acquisition of new investors across 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.

Skills

Relationship management

Client acquisition

Portfolio growth

Cross-selling

Investor campaigns

Stakeholder collaboration

Compliance awareness

Communication

Multilingual (English Malay Chinese)

Education

Degree in related field

Tools

CRM systems

Investment platforms

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

Requirements

• 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

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

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