Summit Planners Crusaders Pte Ltd is a premier One-Stop Integrated Financial Services Provider, committed to delivering innovative, personalized, and holistic financial solutions. We cater to individuals and businesses, offering services ranging from wealth management and estate planning to investment advisory and insurance.
We are looking for a driven and visionary Investment Specialist Manager to lead our investment team, craft high-impact strategies, and ensure our clients achieve financial success. If you have strong leadership skills, a passion for financial markets, and a knack for building lasting client relationships, this is your chance to excel!
As the Investment Specialist Manager, you will take charge of spearheading investment strategies and fostering client confidence through expert financial advice. Key responsibilities include:
Key Responsibilities:
- Team Leadership:Lead and mentor a team of investment specialists to deliver outstanding client solutions.
Oversee training and development programs to elevate team capabilities.
- Client-Centric Investment Strategies:Develop and implement tailored investment strategies for high-net-worth individuals (HNIs) and corporate clients.
Act as a trusted advisor, offering customized financial solutions that align with clients' goals, risk profiles, and market opportunities.
- Portfolio Management:Manage and optimize diversified investment portfolios, ensuring strong performance and adherence to objectives.
Continuously monitor market trends and recommend adjustments to portfolios as necessary.
- Market Expertise:Stay ahead of global and regional economic developments, identifying new investment opportunities.
Share timely market insights and investment updates with clients and team members.
- Collaboration Across Services:Work closely with financial planners, insurance consultants, and estate planning specialists to deliver comprehensive financial solutions.
Foster synergy within the company to maximize client satisfaction and business growth.
- Compliance and Risk Management:Ensure all investment activities adhere to regulatory guidelines and internal policies.
Proactively identify and mitigate risks in portfolios and strategies.
What You Bring:
- Education & Credentials:Bachelor’s degree in Finance, Economics, Business, or a related field or Local Diploma.
Advanced certifications (CFA, CFP, or equivalent) and completion of CMFAS Modules 5, 8, 9, and 9A are highly preferred.
- Experience:Minimum 5-7 years in investment advisory, wealth management, or portfolio management, with at least 2 years in a leadership role.
- Skills:Strong leadership and team management abilities.
In-depth knowledge of financial instruments, markets, and investment strategies.
Exceptional analytical and decision-making skills.
Excellent interpersonal and communication skills, with the ability to simplify complex financial concepts.
- Mindset:A visionary leader with a client-first approach and a passion for driving success.
Highly motivated, detail-oriented, and results-driven.
What We Offer:
- Attractive Compensation: Competitive base salary, performance bonuses, and other incentives.
- Professional Development: Opportunities for certifications, leadership training, and career advancement.
- Comprehensive Benefits: Health insurance, wellness programs, and retirement planning support.
- Cutting-Edge Tools: Access to advanced financial tools and resources to enhance your expertise.
- Dynamic Work Culture: A collaborative and innovative environment that values your ideas and contributions.
Why Join Us?
At Summit Planners Crusaders, you’ll be part of a forward-thinking company that empowers you to make a significant impact. As an Investment Specialist Manager, you’ll lead a team dedicated to transforming lives by delivering exceptional financial solutions. Your expertise will shape the future of our clients and contribute to the growth of our organization.
Ready to lead and inspire? Apply today!
