Investments Relationship Manager


AI-generated summary


This job is an Investments Relationship Manager. You will identify business opportunities, build relationships with clients, educate them on investment products, provide consultations, generate leads, and assist with investor onboarding. You might like this job because it offers a chance to grow a client base and guide decision-making processes.


Tropicana Gardens Office Tower


1 week ago

Job Description

 In this role, you will be expected to: 

  • Identify and develop business opportunities to increase the existing client base 
  • Build and maintain strong relationships with prospective, existing, and High Net Worth clients 
  • Be a product expert and educate the clients on the investment products and the risk-adjusted returns 
  • Provide investors with comprehensive consultations and guide their decision-making process 
  • Enhance investor awareness, generate leads, or raise funds by developing marketing strategies 
  • Assist in onboarding investors, processing their applications, performing KYC checks, and filing regulatory reports

Job Requirements

 We are looking for someone who is: 

  • Prior experience in relationship management, financial services, or FinTech industries would be a strong plus 
  • A strong leader with fantastic communication skills 
  • Excellent conflict resolution and interpersonal skills and ability to build lasting relationships with clients 
  • Able to work independently and within defined timelines 
  • Collaborative, responsive, hardworking, self-motivated, independent, and resourceful 
  • Have an eye for details and are organised 
  • Comfortable with working in a dynamic and fast-changing environment


Investor Relations
Financial Planning
Relationship Management

Company Benefits

Employee Investment Scheme

We offer a special Employee Investment Scheme for CapBaes to start investing via our P2P platform

Staff Discount

Get staff discounts when you shop and dine at Tropicana Gardens Mall

Hybrid Working Arrangement

We are practicing a hybrid working style, so you don't have to worry about the traffic everyday!

Free Parking

Safe parking space provided on-site for CapBaes in Tropicana Gardens Mall itself

Dental & Optical

To improve CapBae’s overall well-being and quality of life, we offer fixed individual dental and optical benefits

Medical Insurance

Your health is our priority - we provide medical and personal accident insurance!

Additional Info

Company Activity

Last active - few hours ago

Experience Level

10 - 20 Years of Experience

Career Level

Manager / Team Lead

Job Specialisation

Marketing - General, Project Management, Sales (Corporate, Real Estate, Telesales, etc.)

Company Profile



CapBay operates an award-winning Supply Chain Finance and Peer-to-Peer (P2P) Financing platform. We are passionate about helping small businesses grow through our facilitation of business financing, using existing trade data and relationships. 

Through our proprietary credit-decisioning model, businesses of all sizes can obtain short-term financing, while banks and investors can participate in high-value financing deals. 


Investments Relationship Manager



Tropicana Gardens Office Tower


1 week ago