Total 10 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!

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.

Event Planner

- arrange for top producers' lunch

- arrange movie events for clients

- arrange and poster/EDM editing for the event EMD

- liaise and coordinate and sourcing suppliers for event gifts

- ad hoc

- details will be discussed during the interview

- liaise with vendor for roadshow matters (booth rental, transport and etc)

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

Job Description

• Develop strong and maintain good relationships with both individuals and corporate clients for revenue growth and client retention
• Identify business opportunities to help client enhance their net worth and improve their business
• Conduct reviews and customize solutions to adhere to each individual's or company's financial needs

Requirements

• 21 years old and above
• Local Diploma/ Bachelor's degree
• Good interpersonal and communication skills

Remuneration and Benefits

• We offer an attractive start-up package with commissions
• Pension plan
• Incentive trips and other performance-related bonus

We are seeking motivated individuals to join us as a Business Development Consultant. You will be tasked to identify market trends, develop and implement sales strategies and provide sound advice to your clients. Be part of a dynamic team with opportunities to learn and grow on-the-job.

Why us

• We offer a competitive remuneration package including bonuses and overseas convention

• Opportunity for career advancement

• Working alongside with accomplished lifetime Million Dollar Round Table (MDRT) members to impart their invaluable experience

• Flexible hours. Suitable for motivated professionals who value work-life balance.

Job Responsibilities

• Develop & maintain business relationships with targeted clients, to bring in new clients and AUM

• Provide investment advisory and asset allocation for clients' portfolio

• Offer a holistic view of the entire Investment cycle including risk management, investment strategy implementation and portfolio rebalancing

• Develop and implement wealth planning and preservation strategies for clients

To be successful in this role…

1. An individual who doesn't just work hard...but works from the HEART

2. A bachelor's degree or polytechnic diploma

3. Strong entrepreneurial mind-set and a "can do" spirit

4. English and Mandarin speaking preferred

Monthly

$3,000 to $10,000

Job Type: Part-time

Hourly Rate: $12 - $18 SGD per hour (Base rate, actual earnings may vary based on performance)

About the Role:

Are you passionate about communication and driven to achieve results? Do you enjoy building relationships and helping people? If so, then this Telemarketer role might be perfect for you!

In this role, you will be responsible for:

• Making outbound calls to potential customers to generate leads and promote our products or services.
• Engaging in friendly and persuasive conversations to understand customer needs and present solutions.
• Answering customer questions and concerns in a clear and informative manner.
• Qualifying leads and passing them on to the sales team for further conversion.
• Maintaining accurate records of your calls and activities.
• Contributing to a positive and productive team environment.

What We're Looking For:

• Excellent communication and interpersonal skills.
• Ability to build rapport and trust with customers over the phone.
• Strong persuasive and sales skills.
• Ability to work independently and meet daily targets.
• Positive attitude and a willingness to learn.
• Proficiency in English, Mandarin, or other relevant languages is a plus.

What We Offer:

• Competitive hourly rate with performance-based incentives.
• Flexible work schedule
• Positive and supportive work environment.
• Opportunities for professional development and growth.
• Work-from-home opportunities (depending on company policy).

Ready to Join Our Team?

If you are a motivated and results-oriented individual who enjoys exceeding expectations, we encourage you to apply! Submit your resume and a cover letter explaining why you're the perfect fit for this role.