RM/SRM/AD - Strategic Investors
- AI
- KYC
- CFA
- Health insurance
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.
We are seeking a results-drivenRelationship Manager/ Senior Relationship Manager/Associate Director focused entirely onstrategising, structuring, and securing debt financing for our corporate growth and strategic initiatives.
In this role, you will be the primary link between the firm and capital providers, managing critical relationships and leading the sales execution of Funding Societies' debt instruments to ensure optimal capital structure and liquidity.
TheStrategic Investors Team's target segment is solely focused onraising debt globally across Accredited Investors (AIs) and High Net Worth Individuals (HNWI). The ideal candidate will have deep expertise in financial/ banking products, a strong network of clients, client advisory literacy, skilled at negotiations, possesses entrepreneurial traits and a proven track record of transactions.
What will you do:
- Debt Sourcing & Origination
- Identify and originate debt financing leads, strategizing and structuring go-to-market plans
- Lead the execution process, handling start-to-closure investment advisory processes on FS' debt products coordinating with internal teams on new client
- Pitch and Negotiate terms and pricing structures with new/ existing clients
- Relationship Management
- Manage and expand relationships with a diverse network of new and existing clients
- Serve as the primary point of contact for portfolio of clients in monthly/ on-going firm updates and service needs
- Be an ambassador to firm's branding
- Collaborating within internal teams for goal-oriented activities
- Compliance & Regulatory Salience
- Monitor and ensure strict compliance protocols and standards across all process
- Oversee and execute KYC and onboarding activities
- Gatekeeping high standards of the firm's MAS license
What we are looking for:
- Education and Experience
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CFA or CPA is a strong plus)
- 3 - 8+ years of experience within Banks or Financial Institutions in client advisory space
- Proven track record of successfully executing AI/ HNWI financial product transactions
- Financial literacy across all assets classes, capital markets and alternatives
- Relevant MAS licenses for required client advisory activities
- Soft Skills
- Passionate in financial markets and sales
- Elite communication with excellent presentation skills and salesmanship
- Strong negotiation acumen
- "Never say die, can do" attitude
- 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 Storieshere.
RM/SRM/AD - Strategic Investors · Funding Societies | Modalku Group