Investor Relationship Executive/Senior Executive
Funding Societies Lihat semua pekerjaan
- Kuala Lumpur
- Tetap
- Sepenuh masa
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.
- Support the acquisition of new investors, including emerging affluent and high net-worth individuals, for both Conventional and Islamic investment products.
- Assist in managing and nurturing relationships with existing investors to drive retention and portfolio growth.
- Identify opportunities to increase wallet share through cross-selling and upselling of suitable investment solutions.
- Support planning and execution of investor campaigns, webinars, and engagement events.
- Work closely with Tech, Marketing, CX, and Risk teams to support initiatives aimed at enhancing the investor experience.
- Ensure timely follow-ups, accurate documentation, and compliance with internal policies and regulatory requirements.
- Maintain professionalism and uphold high standards of integrity in all investor interactions.
- Degree holder with minimum 1–8 years of experience in Banking, Financial Institutions, or Investment-related roles.
- Exposure to Wealth Management, Investment Products, or Relationship Management (Conventional and/or Islamic products).
- Basic understanding of Islamic investment principles (Shariah-compliant products) is an added advantage.
- Strong interest in client relationship building and investment advisory.
- Good communication and interpersonal skills.
- Ability to collaborate effectively with internal stakeholders.
- Fluent in English, Malay and Chinese is an added advantage.
- 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