Wealth Management Specialist

4 days ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

At **Summit Planners Crusaders Pte. Ltd. **, we empower individuals and businesses to achieve their financial goals with confidence and clarity. As a leading financial planning and wealth management firm, we pride ourselves on delivering innovative strategies, personalized solutions, and a commitment to long-term client success.

We are seeking a dynamic and motivated **Wealth Management Specialist **to join our team. If you are passionate about financial planning, building meaningful client relationships, and driving impactful results, we’d love to hear from you.

**Key Responsibilities**:

- **Client Portfolio Management**:Develop, manage, and optimize tailored financial portfolios for clients, ensuring alignment with their goals and risk tolerance.
- **Financial Analysis & Strategy**:Conduct in-depth assessments of clients’ financial situations and create comprehensive strategies for wealth growth, preservation, and transfer.
- **Investment Advisory**:Provide expert advice on investment products, insurance plans, retirement solutions, and other wealth-building tools.
- **Relationship Building**:Cultivate and maintain strong client relationships through regular communication, reviews, and proactive updates on market trends.
- **Market Expertise**:Stay informed about global financial markets, economic trends, and regulatory changes to provide timely, relevant advice.
- **Team Collaboration**:Work closely with internal teams to deliver a seamless and holistic financial planning experience.

**Qualifications and Skills**:

- **Educational Background**:Degree in Finance, Business Administration, Economics, or a related field. Professional certifications (e.g., CFP, CFA, or equivalent) are highly valued. Local Diploma are welcome.
- **Experience**:Proven track record in financial advisory, wealth management, or related roles. Fresh gradcate are welcome for junior role.
- **Communication**:Exceptional interpersonal, presentation, and negotiation skills.
- **Analytical Ability**:Strong quantitative skills with the ability to interpret complex financial data and market insights.
- **Client-Centric**:A genuine passion for helping clients achieve their financial aspirations.
- **Self-Driven**:Highly motivated, goal-oriented, and capable of working independently or as part of a team.

**What We Offer**:

- **Growth Opportunities**:Clear career progression pathways and access to advanced training programs.
- **Supportive Environment**:A collaborative team culture that fosters innovation and professional development.
- **Attractive Compensation**:Competitive salary package with performance incentives and bonuses.
- **Work-Life Balance**:Flexible working arrangements and employee wellness initiatives.
- **Recognition**:Be part of a reputable company that values excellence, ethics, and client satisfaction.

**How to Apply**:
Join **Summit Planners Crusaders Pte. Ltd. **, and help us shape brighter financial futures for our clients and community.

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