Investment Relationship Associate

1 week ago


Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time
Unlock Your Potential as an Investment Relationship Associate

We are seeking a highly motivated and results-driven professional to join our team as an Investment Relationship Associate. In this exciting role, you will have the opportunity to build and maintain strong relationships with clients, identify new sales opportunities, and stay up-to-date on market trends and financial products.

About Us

Summit Planners Crusaders Pte Ltd is a trusted one-stop integrated financial services provider. We value our clients' success and offer a dynamic and supportive work environment that fosters growth and recognition.

Job Summary

The ideal candidate will possess strong sales acumen, excellent communication skills, and a client-focused approach. A Polytechnic Diploma or higher qualification, along with CMFAS certification (e.g., M1, M5, M6), is preferred but not required.

Responsibilities
  • 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.
Benefits
  • An estimated salary of SGD 50,000 - 70,000 per annum, depending on experience.
  • Yearly incentive trips to luxurious destinations.
  • Attractive bonuses to recognize 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.
Requirements
  • 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) 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 awards.
  • Exciting yearly incentive trips to premier destinations as part of your success rewards.

  • Investment Analyst

    4 days ago


    Singapore KMXK INVESTMENT PTE. LTD. Full time

    Roles & ResponsibilitiesThis is a full-time, on-site role for an Investment Analyst in Singapore. The Analyst will be responsible for day-to-day tasks associated with the role, such as conducting research and analysis on potential investments, creating financial models, and managing portfolios.A good candidate would have experience in the private markets, a...

  • Investment Analyst

    1 week ago


    Singapore KMXK INVESTMENT PTE. LTD. Full time

    Roles & ResponsibilitiesThis is a full-time, on-site role for an Investment Analyst in Singapore. The Analyst will be responsible for day-to-day tasks associated with the role, such as conducting research and analysis on potential investments, creating financial models, and managing portfolios.A good candidate would have experience in the private markets, a...


  • Singapore JK RECRUITMENT AGENCY Full time

    Roles & ResponsibilitiesRepresenting HSBCAs part of the HSBC Group, we offer products and services secured by HSBC's financial backbone, built up by over 150 years of stellar track record in areas of finance, international services and building trusted relationships. We have attracted a team of passionate and dedicated individuals who aspire to make a...


  • Singapore JK RECRUITMENT AGENCY Full time

    Roles & ResponsibilitiesRepresenting HSBCAs part of the HSBC Group, we offer products and services secured by HSBC's financial backbone, built up by over 150 years of stellar track record in areas of finance, international services and building trusted relationships. We have attracted a team of passionate and dedicated individuals who aspire to make a...

  • Associate Director

    2 weeks ago


    Singapore PAN-ASIA INVESTMENT HOLDINGS PTE. LTD. Full time

    Position Overview: Join our dynamic team as an Associate Director – Investment and be at the forefront of our regional expansion in the Asia Pacific. You will play a critical role in originating, analyzing, and executing investment and M&A opportunities, helping to cement our position as a global investment leader. Your expertise will guide senior...


  • Singapore PAN-ASIA INVESTMENT HOLDINGS PTE. LTD. Full time

    Roles & ResponsibilitiesPosition Overview: Join our dynamic team as an Associate Director – Investment and be at the forefront of our regional expansion in the Asia Pacific. You will play a critical role in originating, analyzing, and executing investment and M&A opportunities, helping to cement our position as a global investment leader. Your expertise...


  • Singapore PAN-ASIA INVESTMENT HOLDINGS PTE. LTD. Full time

    Roles & ResponsibilitiesPosition Overview: Join our dynamic team as an Associate Director – Investment and be at the forefront of our regional expansion in the Asia Pacific. You will play a critical role in originating, analyzing, and executing investment and M&A opportunities, helping to cement our position as a global investment leader. Your expertise...

  • Investment Analyst

    7 days ago


    Singapore KMXK INVESTMENT PTE. LTD. Full time $4,500 - $6,000

    This is a full-time, on-site role for an Investment Analyst in Singapore. The Analyst will be responsible for day-to-day tasks associated with the role, such as conducting research and analysis on potential investments, creating financial models, and managing portfolios.A good candidate would have experience in the private markets, a passion for FinTech, and...

  • Investment Associate

    2 weeks ago


    Singapore StartupX Full time

    We're rapidly scaling our venture and innovation initiatives across Asia, and we require associates who will be able to assist our managers to build and execute our VC fund well. This role is one of limitless possibilities, where you're welcome to think and operate like an entrepreneur and play an active role in creating impact across all the things...

  • Investment Analyst

    3 days ago


    Singapore GUOWEI INVESTMENT HOLDINGS PTE. LTD. Full time

    Roles & ResponsibilitiesKey Summary: We are looking for a talented Investment Analyst with a strong background in the artificial intelligence (AI) industry to join our team. The ideal candidate will have experience in analyzing investment opportunities within the primary market, leveraging their expertise in AI technologies and trends to inform strategic...

  • Investment Analyst

    5 days ago


    Singapore GUOWEI INVESTMENT HOLDINGS PTE. LTD. Full time

    Roles & ResponsibilitiesKey Summary: We are looking for a talented Investment Analyst with a strong background in the artificial intelligence (AI) industry to join our team. The ideal candidate will have experience in analyzing investment opportunities within the primary market, leveraging their expertise in AI technologies and trends to inform strategic...


  • Singapore Aquis Search Full time

    Aquis Search is seeking an experienced Investment Associate to join our team. The successful candidate will be responsible for analyzing potential secondary investments, presenting findings to senior investment professionals, and maintaining dialogue with sellers, agents, and GPs during a deal.**Key Responsibilities:**Analyze and evaluate secondary...

  • Client Relationship

    3 days ago


    Singapore FLINTEX CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesWorking hours: Mon to Fri, 9:30am to 6:30pmWe are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds. Role Description This is a full-time on-site role for an Investment...

  • Client Relationship

    2 weeks ago


    Singapore FLINTEX CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesWorking hours: Mon to Fri, 9:30am to 6:30pmWe are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds. Role Description This is a full-time on-site role for an Investment...

  • Client Relationship

    4 days ago


    Singapore FLINTEX CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesWorking hours: Mon to Fri, 9:30am to 6:30pmWe are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds. Role Description This is a full-time on-site role for an Investment...

  • Client Relationship

    1 week ago


    Singapore FLINTEX CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesWorking hours: Mon to Fri, 9:30am to 6:30pmWe are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds. Role Description This is a full-time on-site role for an Investment...

  • Investment Associate

    1 month ago


    Singapore WilsonHCG Singapore Full time

    We're seeking an experienced Investment Associate to join our Financial Services team at WilsonHCG Singapore. This role will focus on managing a significant investment portfolio across various sectors and capital structures, with a focus on global trends like the digitization of commerce and infrastructure. Responsibilities include:Investment Analysis:...


  • Singapore Aquis Search Full time

    Aquis Search OpportunityWe are seeking an Investment Deal Associate to join our team at Aquis Search. The ideal candidate will possess strong communication skills, in-depth knowledge of private equity markets, and financial acumen.Job Responsibilities:Analyze potential secondary investments and present findings to senior investment professionals within the...


  • Singapore JTE RECRUIT PTE. LTD. Full time

    Roles & ResponsibilitiesOur Client: Investment Management Industry. Mon to Fri, 9.30am to 6.30pm Tai Seng UP $7000 Basic + Commission + Performance BonusOur Client, is a family office for a local ship bunker in Singapore. They are the investment arm that specialises in working with High Net Worth individuals and institutions for Private Equity Real...


  • Singapore JTE RECRUIT PTE. LTD. Full time

    Roles & ResponsibilitiesOur Client: Investment Management Industry. Mon to Fri, 9.30am to 6.30pm Tai Seng UP $7000 Basic + Commission + Performance BonusOur Client, is a family office for a local ship bunker in Singapore. They are the investment arm that specialises in working with High Net Worth individuals and institutions for Private Equity Real...