Sales Manager

Helicap Group; Malaysia; On-site; MYR 180,000 - 300,000; Full time

Job summary

Helicap Group, a Singapore-based FinTech, seeks a high-performing Client Advisor to join our Sales & Partnerships team and manage relationships with institutional and high-net-worth investors across a global network of 1,000+ clients.

You will report to the Director of Sales & Partnerships and the CEO, lead client engagement, drive growth across new investor verticals, and ensure compliance with MAS/KYC/AML standards while delivering high-touch service.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related discipline.
• At least 10 years of experience in wealth management, private banking, investor relations, or financial services.
• Exceptional written and verbal communication abilities with C-suite interfacing skills.

Responsibilities

• Manage and scale investor relationships across HNWIs, family offices, and institutional clients.
• Maintain client data pipelines and CRM metrics to improve efficiency.
• Prepare decks, due diligence questionnaires (DDQs), and memorandums for clients and partners.
• Assist with platform enhancements and investor events to strengthen loyalty.
• Ensure MAS regulations, including KYC/AML, are followed in all client dealings.

Skills

Investor relationships

Sales operations

Business development

Collateral materials

Platform enhancement

Investor events

Education

Bachelor’s degree in Business/Finance/Economics

Job description

Helicap is a Singapore-based FinTech firm connecting global investors to private debt opportunities in Southeast Asia. The company's goal is to fill a USD400 billion financing gap that banks are unable to serve and deploy capital to 300 million underbanked through 1,000 originators in the region. The company's equity backers include Malaysia's leading independent investment bank, Kenanga Investment Bank Berhad (\"Kenanga Group\"), Japanese financial services firm Credit Saison, Temasek-backed alternative investments firm Tikehau Capital, integrated Asian financial house Phillip Capital, as well as top VC firms East Ventures, Access Ventures, Voveo Capital, and leading Singapore property group Soilbuild Group Holdings.

Over the last 8 years, Helicap has raised more than USD 25 million in paid-up capital via its regulated subsidiaries and deployed almost USD1 billion of capital, powered by their in-house data analytics expertise. By leveraging this advanced data-processing capability, they have indirectly served more than 5 million MSMEs and individuals. Helicap's collaboration with Temasek Trust on Southeast Asia's first Financial Inclusion Report exemplifies the commitment to building a visible, impactful, and integrated ecosystem that prioritise sustainable and ethical practices.

Helicap Securities is the group’s MAS-licensed Capital Markets Services arm, focusing on private credit origination, deal structuring, and syndication for institutional and accredited investors. Since its inception, Helicap as a group has built exclusive networks with hundreds of platform partners, who have access to a total of 200 million potential borrowers in the region. For more information, visit www.helicap.com .

Job Description

We are seeking an ambitious, high-performing Client Advisor to join our expanding Sales & Business Development team. Reporting directly to the Director of Sales & Partnerships and the CEO, you will play a central role in managing, scaling, and enhancing institutional and HNWI investor relationships across our global network of over 1,000 clients.

Key Responsibilities:

• Investor Relationship Management: Deliver superior, high-touch client service to enhance the overall investor experience with Helicap. Drive engagement across HNWIs, Family Offices, and Institutional Investors. Ensure all client dealings comply with MAS regulations, including KYC/AML and accredited investor requirements.
• Sales Operations & Data Analytics: Maintain, analyse, and optimise client dataset conversion pipelines and CRM metrics to increase business development efficiency.
• Business Development & Expansion: Execute strategic initiatives to expand Helicap's global client reach and drive growth across new investor verticals.
• Collateral & Deal Materials: Prepare high-quality marketing decks, presentation materials, Due Diligence Questionnaires (DDQs), and investment memorandums for clients, board members, and strategic partners.
• Platform Enhancement: Assist with user experience workflows and feature enhancements on Helicap's digital investor platform (www.helicap.com).
• Investor Events & Marketing Support: Plan, coordinate, and execute exclusive client engagement events,roundtables, and conferences to strengthen investor loyalty and trust.

Skill Sets and Requirements

Education:

• Bachelor’s degree in Business, Finance, Economics, or a related discipline.

Experience:

• At least 10 years of relevant experience in wealth management, private banking, investor relations, or financial services.

Technical Skills:

• Exceptional written and verbal communication abilities, with strong interfacing skills suited for C-suite and high-net-worth interactions.

Personal Attributes:

• Proactive self-starter with ahigh degree of responsibility.
• Highly meticulous with precision in managing pitch decks, compliance DDQs, and client data sets.
• Resilient, empathetic, self-motivated teamplayer who thrives in a fast-paced, high-growth environment
• Detail-oriented, organised, and able to manage multiple priorities effectively.
• Prior experience in a FinTech lending platform, private debt fund, or alternative investment firm performing sales/BD functions is a distinct advantage.

Investment involves risk. Past performance is not necessarily a guide to future performance or returns. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down.
Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Helicap Pte. Ltd. (\“Helicap\”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Helicap, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or and independent legal, accounting, regulatory or tax advice, as appropriate.