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Investment Specialist
2 weeks ago
Tiered financial reward system to recognise high achievers in Investments
Career guidance and senior mentorship
Company culture that prioritises being efficient
Dynamic environment to maximise each individual potential
We are currently expanding aggressively in the region and are looking for passionate, driven and self-motivated candidates to join us a Investment Specialist
We offer B2B and B2C solutions that specialises in building client's wealth through financial instruments.
You will acquire multitude of investment knowledge and gain financial market acumen by dealing extensively with multiple fund houses and their in-house analysts.
You will provide customized solutions for your client's Wealth Investment needs through our wide range of comprehensive services and financial products from our partners.
Structured and diverse learning modules will be provided to ensure that you have every technical and commucation skill to perform at your best potential
Comprehensive on the job training will be provided continuously for professional development and career advancement in financial services.
Responsibilities:
Advisory services on day to day basis
Providing one stop advisory to clients through offering suitable wealth management solutions and their needs
Play an active part in sales campaigns and activities
Requirements:
Self-motivated, confident and positive individual
At least 21 yo & above
Minimum A level's/Diploma from a recognized institution
Outspoken with excellent communication and interpersonal skills
Ability to work with a diverse group of people.
Candidates with client servicing experience will have an added advantage.
Interested applicants are invited to send your updated resume via Apply Now.
By submitting your personal data and/or resume, you give consent to collection, use and disclosure of your personal data and/or resume by the company (or its agent) for the purpose of the processing and administration by the company relating to this job application.
Your application will include the following questions:
Which of the following statements best describes your right to work in Singapore?
Taking root in 1994, Summit Planners is a revolutionary concept hatched by four far-sighted individuals with a shared vision. Six years down the road, their determination to realise their common dream led to the creation of Summit Planners in December 2000.
We are a comprehensive financial planning organisation that works in conjunction with other financial professionals and institutions to integrate clients with full accounting, auditing, tax, referral, corporate risk management, family protection planning, wealth management planning, estate planning, corporate and individual insurance planning, banking and finance consultancy, investment services, trust, training and real estate services.
Summit Planners identifies customer needs and assists our clients in the best way possible to grow their business model. Our unique services and approach allows our client to enjoy a multitude of financial solutions without the hassle and trouble.
Taking root in 1994, Summit Planners is a revolutionary concept hatched by four far-sighted individuals with a shared vision. Six years down the road, their determination to realise their common dream led to the creation of Summit Planners in December 2000.
We are a comprehensive financial planning organisation that works in conjunction with other financial professionals and institutions to integrate clients with full accounting, auditing, tax, referral, corporate risk management, family protection planning, wealth management planning, estate planning, corporate and individual insurance planning, banking and finance consultancy, investment services, trust, training and real estate services.
Summit Planners identifies customer needs and assists our clients in the best way possible to grow their business model. Our unique services and approach allows our client to enjoy a multitude of financial solutions without the hassle and trouble.
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