Marketing & Client Services Executive

About the role

Run the group's marketing and month-end reporting, and be the first point of contact for client and investor enquiries. A hands-on role working directly with management across Malaysia and Australia.

Key responsibilities

• Plan and execute marketing campaigns, and report on results

• Create, manage and schedule social media content across the company’s platforms and brands, including copywriting and basic design assets

• Prepare and schedule email campaigns and newsletters for review

• Update and publish website content on WordPress

• Monitor website and social media analytics and SEO, and report on performance

• Coordinate conferences and webinars

• Own the month-end reporting cycle, preparing performance reports, factsheets and presentations from approved NAV data

• Post monthly performance and AUM figures to industry databases and platforms

• Publish approved materials to the investor data room

• Act as the first point of contact for client and investor enquiries

• Support client onboarding and KYC/AML documentation

• Coordinate subscriptions and redemptions with the fund administrator

• Maintain the CRM and contact database

• Ensure client-facing material is approved before release

• Liaise with internal teams to deliver services accurately and on time

• Identify and resolve client issues promptly

• Analyze client feedback and implement improvements

• Carry out other duties assigned by the Company from time to time

Ideal Candidate:

• Attentive, detail-oriented and trustworthy
• Patient and empathetic with clients
• Able to multitask and prioritize effectively
• Adaptable and thrives under pressure
• Critical thinker and problem solver

Job Requirements

Essential:

• Possess a degree or higher
• Minimum 3 years in marketing, client services or investor relations
• Excellent command of written and spoken English
• Proficient in Microsoft Office and CRM/email marketing tools
• Strong numerical accuracy
• Reliable under fixed monthly deadlines
• Discreet, comfortable handling confidential investor, client and company information, and able to work independently
• Comfortable working across Malaysian and Australian business hours

Desirable:

• Experience in financial services.
• Understanding of funds or financial markets.
• Exposure to KYC/AML onboarding
• Multi-language skills
• Familiarity with WordPress

About us

We are a boutique fund management group with operations in Australia and a growing presence in Asia. Our Kuala Lumpur office supports the group's marketing and operations.