At Summit Planners Crusaders Pte Ltd, we are a leading One-Stop Integrated Financial Services Provider, dedicated to delivering innovative and comprehensive financial solutions to individuals and businesses. With a focus on building long-lasting client relationships, we offer a full spectrum of services, including wealth management, insurance, estate planning, and investment advisory.
We are seeking a passionate and results-driven Investment Specialist to join our dynamic team. If you excel in financial markets, love crafting personalized investment strategies, and want to make a meaningful impact in clients’ financial success, we want to hear from you.
What You’ll Do
- Investment Advisory:Provide expert advice on a broad range of investment products, including equities, bonds, mutual funds, and alternative assets.
Deliver personalized recommendations that align with clients’ goals, risk appetite, and market conditions.
- Portfolio Management:Create and manage tailored investment portfolios for clients.
Regularly monitor and optimize performance to achieve financial objectives.
- Market Insights & Analysis:Stay updated on market trends, economic developments, and global investment opportunities.
Translate complex market data into actionable insights for clients.
- Client Relationship Management:Build and maintain strong, trusted relationships with clients.
Conduct regular reviews and provide timely updates on portfolio performance and market outlook.
- Strategic Collaboration:Partner with financial planners, insurance specialists, and estate planning consultants to deliver integrated financial solutions.
Act as a key contributor to the company’s overall growth strategy.
- Compliance & Risk Management:Ensure all investment recommendations adhere to regulatory guidelines and company policies.
Maintain the highest level of ethical standards and professionalism.
What You Bring
- Education & Certifications: Local Diploma or Degree. Relevant certifications such as CFA, CFP, or CMFAS Modules 5, 8, 9, and 9A are highly advantageous.
- Experience: Fresh grad or less than 2 experience.
- Skills: Strong analytical skills and financial acumen.
Excellent communication and interpersonal skills with the ability to simplify complex financial concepts.
Proficiency in investment tools and software.
- Mindset:Goal-oriented, with a passion for helping clients achieve financial success.
A team player with a proactive and client-focused attitude.
What We Offer
- Competitive remuneration package with performance-based incentives.
- Access to a wide range of financial tools, resources, and cutting-edge technology.
- Comprehensive professional development programs and opportunities for certifications.
- A supportive, collaborative team environment that values innovation and growth.
- The opportunity to work with a trusted brand recognized for excellence in integrated financial services.
Why Join Us?
At Summit Planners Crusaders, we believe in empowering our team to make a difference. As an Investment Specialist, you’ll play a critical role in shaping clients’ financial journeys while growing your career in a supportive and rewarding environment.
Take the first step toward a brighter future—apply now!
