Relationship Manager (Investment)

Company: Summit Planners Crusaders Pte Ltd

Location: Singapore

Employment Type: Full-Time

Are you passionate about helping clients achieve their financial goals Do you excel in sales and building strong relationships

Join Summit Planners Crusaders Pte Ltd, a trusted one-stop integrated financial services provider, as a Relationship Manager (Investment) and embark on a rewarding career filled with growth, recognition, and exciting opportunities!

Why Choose Us

At Summit Planners Crusaders, we value and reward your contributions. Here's what we offer:

Yearly incentive trips to premier destinations.

Attractive bonuses in recognition of your hard work and achievements.

Well-deserved recognition through awards and career advancement opportunities.

A dynamic and supportive work environment that fosters success and growth.

As a Relationship Manager (Investment), you will:

• Build and maintain lasting client relationships by understanding their financial goals and offering tailored investment solutions.
• Identify and capitalize on sales opportunities to achieve and exceed targets.
• Stay informed on market trends and financial products to provide expert guidance.
• Collaborate with internal teams to ensure seamless service delivery and exceptional client satisfaction.

What We're Looking For

We're seeking a motivated professional with:

• Strong sales acumen and a client-focused approach.
• Excellent interpersonal and communication skills to build trust and rapport with clients.
• Educational Qualification: Polytechnic Diploma or higher.
• CMFAS certification (e.g., M1, M5, M6, or others) is an advantage and will set you apart.

What You'll Gain

• Access to a wide range of innovative financial products to empower your clients.
• Professional training programs to enhance your knowledge and skills.
• Recognition of your achievements through promotions, bonuses, and globally-recognised awards.
• Exciting yearly incentive trips to premier destinations as part of your success story.

Start Your Journey to Success!

If you're ready to excel in a dynamic role where your skills and efforts are celebrated, we'd love to hear from you.

Click Apply Now and send us your resume and cover letter.

Summit Planners Crusaders Pte Ltd - Empowering Financial Success Together