
Client Relationship Executive
19 hours ago
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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