Senior Investor Relations & BD Manager

Helicap Group

Malaysia

On-site

MYR 180,000 - 300,000

Full time

9 days ago

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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 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.

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