Senior Relationship Manager (Strategic Investors Team)
At a glance
Senior Account Management role at Funding Societies | Modalku Group. Singapore · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Build relationships with accredited investors, high-net-worth individuals, and family offices while finding overseas funding sources
- Prepare investment advisory materials and present private investment options to prospective and current clients
- Look after investor and stakeholder relationships, including ongoing servicing and support
- Guide due diligence work and assist front-, middle-, and back-office processing
- Work with teammates on debt-raising initiatives and other targeted activities
What you bring
- A tertiary qualification in business administration, finance, economics, or a related discipline
- Three to six years advising accredited investors or high-net-worth individuals at a financial institution
- A record of steady sales results with financial products and knowledge of investment asset classes, capital, and private markets
- The relevant licenses needed to advance capital products
Who this fits
This role suits a senior relationship professional who can sell financial products, advise sophisticated investors, and build connections with potential clients. You’ll work onsite in Singapore and contribute to regional debt-raising activity across investor segments.
From the employer
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
Requirements
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
Benefits
- 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.
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