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.
Role and 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.
Requirements
- A minimum of 35 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.
