Total 5 job vacancies by Summit Planners Pte Ltd

Are you passionate about connecting with people, excelling in sales, and helping clients achieve their financial goals? Join Summit Planners Crusaders Pte Ltd, a leading one-stop integrated financial services provider, as a Client Relationship Executive (Investment) and embark on a rewarding career filled with opportunities for growth, recognition, and exciting perks!

Why Join Us?

At Summit Planners Crusaders, we believe in recognizing and rewarding excellence. Here’s what awaits you:

✅ Attractive bonuses and competitive compensation.
✅ Yearly incentive trips to luxurious destinations.
✅ Opportunities for professional growth in a dynamic and supportive environment.
✅ Well-deserved recognition for your achievements and contributions.

Your Role

As a Client Relationship Executive (Investment), you will:

• Build strong relationships with clients, understanding their needs and offering tailored investment solutions.
• Develop and implement sales strategies to achieve individual and team targets.
• Stay updated on the latest financial trends and investment products to deliver expert advice.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.

What You Bring

We’re looking for a motivated professional with:

• Strong sales skills and the ability to identify and convert opportunities into success.
• Exceptional interpersonal and communication skills to engage and inspire clients.
• A client-focused mindset and a passion for delivering outstanding financial solutions.
• Polytechnic Diploma & above.
• CMFAScertification (e.g., M1, M5, M6, or others) will be an advantage.

What We Offer

• A vibrant and supportive work culture that celebrates your achievements.
• Comprehensive training programs to enhance your skills and career prospects.
• Access to a wide range of innovative financial products to serve your clients better.
• Recognition through awards, incentives, and promotions based on your performance.

Take the Next Step in Your Career!

If you’re ready to excel in a dynamic, client-focused role and enjoy the rewards of your success, we want to hear from you!

Apply Now by sending your resume and cover letter via Whatsapp to +65 89286958 (No calls only message) or click the button below.

Are you an experienced leader with a passion for client success, sales, and investment solutions? Summit Planners Crusaders Pte Ltd, a leading one-stop integrated financial services provider, is looking for a Client Relationship Manager (Investment) to join our dynamic team. If you are ready to take on a leadership role that rewards excellence and offers exciting growth opportunities, we want to hear from you!

Why Summit Planners Crusaders?

At Summit Planners Crusaders, your success is our priority.

Here’s what we offer:
✅ Yearly incentive trips to exclusive destinations.
✅ Attractive bonuses to reward your performance.
✅ Recognition and rewards for your leadership and contributions.
✅ A supportive work environment that fosters personal and professional growth.

Your Role

As a Client Relationship Manager (Investment), you will:

• Lead, mentor, and inspire a team of client relationship executives to achieve and exceed sales targets.
• Build and strengthen lasting relationships with clients, understanding their financial goals and offering tailored investment solutions.
• Develop and implement effective sales strategies to drive business growth and expand the client base.
• Stay up to date on financial market trends, investment products, and regulatory changes to provide expert advice.
• Collaborate with internal teams to deliver seamless financial solutions and ensure the highest level of client satisfaction.

What We’re Looking For

We are seeking a results-driven professional who has:

• At least 2 years of leadership experience in managing teams and driving performance.
• Strong sales and business development skills with a proven track record of success.
• Exceptional interpersonal and communication skills to build trust with clients and inspire teams.
• Educational Qualification: Polytechnic Diploma or higher.
• CMFAS certifications (e.g., M1, M5, M6, or others) are highly recommended and will be an added advantage.

What’s in It for You?

• Access to innovative financial products and resources to empower clients.
• Structured leadership development programs to help you grow and succeed.
• Recognition of your achievements through awards, promotions, and financial incentives.
• Exciting yearly incentive trips to top destinations around the world.

Take Your Career to the Next Level!

If you're ready to lead a successful team, inspire client loyalty, and be rewarded for your efforts, we invite you to apply for this exciting opportunity.

Apply Now by sending your resume and cover letter via Whatsapp +65 8928695 or click the button below.

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!

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!

Job Description & Requirements

What do you think about a job that provides you with:

• Flexible hours. Have the freedom to plan your own work schedule

• Opportunity to engage with different levels of market

• Achievable high income goals

• For professionals looking for career change and work-life balance, matching salary plus attractive bonuses

• Personal development plans. Designed with considerations of your individual strengths and business needs.

• Fast career track to management path

• Comprehensive training program on financial skills and knowledge

• Competitive compensation package with attractive bonuses and incentive trips

If you answered YES to these, then this is the RIGHT JOB for YOU!

The role as a Client Relationship Manager will be to develop & maintain good relationsips with clients and learn to expand your network with them on various financial matters.

Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.

Responsibilities

- Learn and map out investment objectives for clientele using their Cash portfolio.

-Trainee will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.

- Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc

- Build long term relationships with clients

- Underwrite, analyse and close finance deals.

About You...

• Independent, driven and resourceful

• Aspires to be an entrepreneur and have the energy, drive and ambition to succeed

• An interest or knowledge in business finance/management will be an added advantage

• A positive attitude and willingness to learn

• Relevant experience is a plus as training will be provided

• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent