Senior Relationship Manager (Strategic Investors Team)

Funding Societies | Modalku Group; Singapore; On-site; SGD 90,000 - 140,000; Full time

Benefits offered by this job

Flexible vacation

Remote-friendly work policy

Health insurance for employees and fam

Mental health and wellbeing programs

Tech support (laptop + tools)

Job summary

Funding Societies | Modalku is the leading SME digital finance platform in Southeast Asia, licensed and operating across Singapore, Indonesia, Thailand, Malaysia and Vietnam. We are backed by major investors and offer private credit solutions to mid-market clients in a dynamic, high-growth environment.

Senior Relationship Manager (Strategic Investors Team) will target AI/HNWI/FO clients, raise debt regionally, and strengthen the firm’s private credit franchise.

Qualifications

• Tertiary qualification in business administration, finance, economics, or related field.
• 3-6 years’ exposure in the AI/HNWI space from financial institutions as a client advisor/ relationship manager.
• Demonstrated consistent sales performance with financial products.
• Experienced across all investment asset classes, capital and private.
• Relevant licenses for advancement of capital products.

Responsibilities

• Manage and act as the primary face to the market in the identification and approach to AI/HNW/FO; including identification of overseas funding sources and developing the materials
• Investment Advisory.
• Providing a differentiated alternative suite of private investments and advice to potential/ existing clients
• Servicing existing relationships/ stakeholders/ investors
• Supporting front/ middle/ backend processing functions
• Leading due diligence matters with various clientele
• Collaborating within the team for the goal-oriented activities

Skills

AI/HNWI space

Relationship management

Sales

Investment products

Client advisory

Licenses for capital products

Education

Tertiary qualification in business/finance

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.

Senior Relationship Manager (Strategic Investors Team) will be part of a dynamic team focusing on improving FSMK’s capital position by raising debt regionally across Accredited Investors (AIs), High Net Worth Individuals (HNWI), and Family Offices (FO) segments. The goal is to grow and strengthen the firm’s stronghold in the private credit B2B space by contributing and leading in debt initiatives while taking pride in being part of a dynamic, ever-changing, and sophisticated environment.

What you will do:

• Manage and act as the primary face to the market in the identification and approach to AI/HNW/FO; including identification of overseas funding sources and developing the materials
• Investment Advisory.
• Providing a differentiated alternative suite of private investments and advice to potential/ existing clients
• Servicing existing relationships/ stakeholders/ investors
• Supporting front/ middle/ backend processing functions
• Leading due diligence matters with various clientele
• Collaborating within the team for the goal-oriented activities

What we are looking for:

• Tertiary qualification in business administration, finance, economics, or related field
• 3-6 years’ exposure in the AI/HNWI space from financial institutions as a client advisor/ relationship manager
• Demonstrated consistent sales performance with financial products
• Experienced across all investment asset classes, capital and private
• Relevant licenses for advancement of capital products

You will shine in this job if you are/have:

• Up-to-date to date with current macro environment

• Resourceful, out-of-the-box creativeness

• Strong sense of ownership

• Well versed in salesmanship

• Well connected with potential clients

• 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.