At Summit Planners Crusaders Pte. Ltd., we empower individuals and businesses to achieve their financial goals with confidence and clarity. As a leading financial planning and wealth management firm, we pride ourselves on delivering innovative strategies, personalized solutions, and a commitment to long-term client success.
We are seeking a dynamic and motivated Wealth Management Specialist to join our team. If you are passionate about financial planning, building meaningful client relationships, and driving impactful results, we’d love to hear from you.
Key Responsibilities:
- Client Portfolio Management: Develop, manage, and optimize tailored financial portfolios for clients, ensuring alignment with their goals and risk tolerance.
- Financial Analysis & Strategy: Conduct in-depth assessments of clients’ financial situations and create comprehensive strategies for wealth growth, preservation, and transfer.
- Investment Advisory: Provide expert advice on investment products, insurance plans, retirement solutions, and other wealth-building tools.
- Relationship Building: Cultivate and maintain strong client relationships through regular communication, reviews, and proactive updates on market trends.
- Market Expertise: Stay informed about global financial markets, economic trends, and regulatory changes to provide timely, relevant advice.
- Team Collaboration: Work closely with internal teams to deliver a seamless and holistic financial planning experience.
Qualifications and Skills:
- Educational Background: Degree in Finance, Business Administration, Economics, or a related field. Professional certifications (e.g., CFP, CFA, or equivalent) are highly valued. Local Diploma are welcome.
- Experience: Proven track record in financial advisory, wealth management, or related roles. Fresh gradcate are welcome for junior role.
- Communication: Exceptional interpersonal, presentation, and negotiation skills.
- Analytical Ability: Strong quantitative skills with the ability to interpret complex financial data and market insights.
- Client-Centric: A genuine passion for helping clients achieve their financial aspirations.
- Self-Driven: Highly motivated, goal-oriented, and capable of working independently or as part of a team.
What We Offer:
- Growth Opportunities: Clear career progression pathways and access to advanced training programs.
- Supportive Environment: A collaborative team culture that fosters innovation and professional development.
- Attractive Compensation: Competitive salary package with performance incentives and bonuses.
- Work-Life Balance: Flexible working arrangements and employee wellness initiatives.
- Recognition: Be part of a reputable company that values excellence, ethics, and client satisfaction.
How to Apply:
If you’re ready to take your career in wealth management to new heights, submit your resume and a cover letter to [email protected] with the subject line: Application for Wealth Management Specialist – Your Full Name or click Apply Now.
Join Summit Planners Crusaders Pte. Ltd., and help us shape brighter financial futures for our clients and community.