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Job Description

Why Choose Crewstone

Founded in 2011, Crewstone International is a licensed Private Equity Management Corporation (PEMC) regulated by the Securities Commission Malaysia. We operate with a strong global footprint across the US, UK, Asia, and the UAE, supported by a team of seasoned investment professionals. As a fast-paced and performance-driven firm, we place strong emphasis on meritocracy, long-term alignment, and career progression, complemented by a competitive remuneration framework. Our team benefits from direct exposure to global markets and meaningful opportunities for long-term growth.

Remuneration (Annual: RM500,000 - RM800,000)

  • Fixed base compensation (competitive and stable)
  • Performance-based incentives tied to deal execution, capital raised
  • Long-term upside through profit participation / carry / equity participation (role-dependent)

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.

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Job ID: 140985823