Client Relationship Executive

17 hours ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

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

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