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Relationship Manager

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia Crewstone International Private Equity & Investments Full time 120,000 - 240,000 per year

Why Choose Crewstone?

Crewstone International is a licensed Private Equity Management Corporation (PEMC) regulated by the Securities Commission Malaysia. Since 2011, we have built a diverse and resilient portfolio spanning the US, UK, Asia, and the UAE – driven by a global team of seasoned investment professionals and a commitment to excellence.

As a fast-paced, performance-driven firm, we offer a
highly attractive compensation
package that includes a
competitive base salary
,
high-performance bonuses
and
commissions
,
equity share options
, and potential
directorships
in portfolio companies. Our team members also benefit from comprehensive medical coverage, fully claimable business expenses and allowances, and a clear pathway for long-term career advancement – with direct exposure to global markets.

Key Responsibilities

  • New Client Acquisition
    – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
  • Investment Product Sales & Distribution –
    Market and distribute Crewstone's suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives.
  • Financial Planning & Advisory –
    Deliver tailored investment advice and comprehensive wealth solutions that align with each client's financial objectives, risk profile, and investment preferences.
  • Client Relationship Management –
    Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.
  • Deal Origination –
    Source and introduce high-quality investment opportunities or capital partnerships that align with Crewstone's strategic focus, including proprietary deals, co-investments, and private placement projects.

Requirements

  • A minimum of 3–5 years of experience in wealth management, financial advisory, or private banking
  • Proven sales track record in managing and growing portfolios of HNWIs, family offices, or institutional investors.
  • Demonstrated hunter mentality with a strong ability to source, engage, and close new clients and investment opportunities.
  • Excellent communication, presentation, and interpersonal skills to effectively engage with clients and stakeholders.
  • Ability to work independently and manage multiple client portfolios effectively.
  • Ability to work in a fast-paced, high-pressure environment while maintaining high levels of professionalism.