Wealth Planning Manager

2 weeks ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

**_Crusaders offers a comprehensive suite of financial solutions to individuals, ranging from the man-in-the-street to the mass affluent. Providing sound wealth management and financial advisory services, we help our customers make informed decisions about their money in order to achieve their life goals. Our products and services includes insurance, investment, will and wealth planning, etc.
- **

As a **Wealth Planning Manager **in Crusaders, you will provide a personalized experience for our customers.

**Fulfilling and varied, a typical workday might look like this**:
A wealth planning manager would primarily serve the individual customer and advise them on various financial products and services offered by Crusaders.
- You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by Crusaders to meet their financial goals.
- Develop & maintaining business relationship with target clients, bring in new clients and new AUM to the firm
- You should always conduct yourself professionally and deliver service standard as prescribed by Crusaders service values.
- Assist clients on wealth planning and preservation through various tools and services

**We want driven, service-oriented individuals like you with**:

- A degree in any discipline
- A willingness to work on a flexible schedule that includes weekends
- A passion for Investment and wealth management
- Excellent communication and listening skills
- Confidence and Presentation skills
- Ability to explain complex information clearly and simply
- English and Mandarin speaking preferred

**What we offer**
- Highest Remuneration
- Attractive performance commissions
- Allowance scheme and performance bonus to jump-start your career
- Career Advancement
- Work Life Balance
- Family-oriented working culture
- Strong support and guidance

Monthly Salary:
$4000 - $15000

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