Senior Relationship Manager (Strategic Investors Team)

About the role

Funding Societies | Modalku, the largest SME digital finance platform in Southeast Asia, is hiring a Senior Relationship Manager for its Strategic Investors Team. The team improves the firm's capital position by raising debt regionally across Accredited Investors (AI), High Net Worth Individuals (HNWI) and Family Offices (FO), strengthening its position in private credit B2B.

Key responsibilities

• Act as the main face of the market in identifying and approaching AI, HNWI and FO clients, including overseas funding sources and preparing materials
• Provide a differentiated suite of private investments and advice to potential and existing clients
• Servicing existing relationships with stakeholders and investors
• Support front, middle and backend processing functions
• Lead due diligence matters with various clients
• Collaborate within the team on goal-oriented activities

Required profile

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

What we offer

• Flexible paid vacations and observed holidays by country, plus a day off for birthdays and work anniversaries
• Flexible working arrangements
• Health insurance for employees and dependents
• Mental health and wellness initiatives and well-being coaching
• Company laptop and tech support