You'll be the architect of a modern marketing technology ecosystem for our investment banking portfolio.
This is a hybrid technical + marketing role, combining system thinking, automation design, data flow management and communication strategy.
You will manage our CRM platform, integrate with core systems, build automation journeys and ensure clients receive timely, personalised communications across email and messaging channels.
If you enjoy solving problems, connecting tools and building structured journeys that improve client experience and operational efficiency, this role is a great fit!
What you'll do
CRM
- Map the full CRM ecosystem, including internal workflows, external client-facing journeys, integration points, communication touchpoints, data flow diagrams
- Manage CRM setup, configuration, segmentation, tagging and data governance
- Integrate CRM with core banking system (Mambu), website forms, analytics tools, email systems and messaging platforms
- Owner of the website, overseeing structure, journeys, CRM integrations, analytics and automation (excluding content and visual design)
- Work closely with IT, Customer Service, Operations and Compliance to ensure secure and compliant workflows
Email Marketing + Messaging Channels
- Develop and execute email campaigns for onboarding, updates, events and client communications
- Manage messaging via WhatsApp, SMS and other communication channels integrated through CRM
- Ensure consistent, timely and personalized communication across all touchpoints
Automation & Customer Journey
- Build end-to-end automation workflows across client lifecycle stages
- Create dynamic journeys based on behavioural triggers, segmentation or system updates
- Test, optimize and refine workflows to improve engagement and efficiency
Analytics & Reporting
- Own dashboard creation for CRM metrics, campaign performance and automation impact
- Provide monthly CRM insights and actionable recommendations
- Monitor data quality, consistency and usage across teams
Event support requirement
Because we have a full regional event calendar, you will:
- Assist in pre + post-event communications via CRM (RSVP journeys, reminders, follow-ups).
- Travel to Singapore and regional destinations as needed to support onsite coordination.
- Ensure seamless capture of attendee data and integration into automation workflows.
You'll fit right in if you
- Have 3-6 years in CRM / marketing ops / MarTech
- Can figure out APIs & data flows even if you're not a coder
- Care about clean data and great UX
- Understand email marketing best practices and messaging channel optimization
- Are analytical, detail-oriented and comfortable working with cross-functional teams
- Can present complex systems in clear, simple diagrams or frameworks
- Enjoy the freedom (and chaos) of building processes from zero
Bonus (nice to have)
- Experience in financial services or regulated industries.
- Mandarin or Bahasa Malaysia/Indonesia. Fluent in English is a must, not a nice to have.
Why join us
We're not your typical financial firm.
Our company has been around for five years - still lean, still hungry and scaling fast. Operating with a startup mindset inside a regulated banking framework, everything is built from the ground up - brand, tech, client experiences and partnerships across Asia.
You won't be handed a playbook. You'll help write it.
We're assembling a small, hands-on marketing team that loves solving problems, learning new tools and creating meaningful impact. Every role here is visible, challenging but full of growth potential.
If you're a go-getter who thrives in fast-moving environments and wants to help shape the future of a growing investment bank, you'll fit right in.
