Portfolio Growth & Relationship Manager

BAY GROUP HOLDINGS SDN. BHD.; Kuala Lumpur; On-site; MYR 90,000 - 140,000; Full time

Job summary

CapBay is seeking a proactive Portfolio Relationship Manager to manage and grow CapBay’s existing client portfolio in Kuala Lumpur. This role focuses on deepening long-term client relationships, optimising portfolio utilisation, and identifying cross‑sell and upsell opportunities across CapBay’s financing solutions.

You will act as a trusted financing partner to clients, supporting renewals and evolving financing needs as their businesses grow.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or related field.
• 3–4 years in SME banking or related relationship/portfolio roles.
• Strong communication and stakeholder management skills.
• Capability to source new clients and structure financing deals.

Responsibilities

• Manage and grow an assigned portfolio of existing clients, ensuring engagement, retention, and portfolio quality.
• Build deep client relationships by understanding clients’ business operations, cash flow cycles, and financing requirements to drive repeat financing, cross-sell, and upsell opportunities.
• Identify opportunities to increase wallet share through higher utilisation, additional products, or more structured financing solutions.
• Serve as the primary point of contact for clients, providing ongoing advisory support and timely resolution of financing-related matters.
• Prepare, review, and recommend financing proposals for renewals, enhancements, restructurings, or new facilities, working with credit teams.
• Monitor portfolio performance, client behaviour, and early warning indicators; manage risks or issues.
• Coordinate with internal stakeholders to ensure smooth execution, documentation, and servicing; maintain CRM updates.

Skills

Relationship management

Portfolio management

Credit understanding

Strategic mindset

Communication skills

Education

Bachelor's degree in Finance

Tools

CRM software

Job description

CapBay is seeking a proactive Portfolio Relationship Manager to manage and grow CapBay’s existing client portfolio in Kuala Lumpur. This role focuses on deepening long-term client relationships, optimising portfolio utilisation, and identifying cross‑sell and upsell opportunities across CapBay’s financing solutions.

You will act as a trusted financing partner to clients, supporting renewals and evolving financing needs as their businesses grow.