Relationship Manager

1 week ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

**Location**:Singapore
**Company**:Summit Planners Crusaders Pte Ltd
**Employment Type**:Full-Time, Hybrid

**About Us**:
At **Summit Planners Crusaders Pte Ltd**, we are a trusted **One-Stop Integrated Financial Services Provider**offering innovative and tailored financial solutions to individuals and businesses. From wealth management and estate planning to insurance and investment advisory, our goal is to help clients achieve financial freedom while fostering long-term relationships built on trust and excellence.

Are you ready to embrace challenges, think like an entrepreneur, and excel in the world of financial services? We’re looking for a dynamic and driven **Relationship Manager**to join our team and take your career to the next level.

**What You’ll Do**:
As a **Relationship Manager**, you will play a crucial role in delivering exceptional financial solutions, cultivating strong client relationships, and driving business growth.

**Key Responsibilities**:

- **Build Strong Client Relationships**:Develop and nurture long-lasting relationships with clients, understanding their financial needs and goals.
Serve as a trusted advisor, providing personalized wealth management solutions.
- **Drive Business Growth**:Identify and pursue new business opportunities through referrals, networking, and targeted outreach.
Develop and execute sales strategies to achieve and exceed targets.
- **Deliver Wealth Management Solutions**:Provide expert guidance on financial planning, investments, insurance, and estate planning.
Conduct regular portfolio reviews and recommend adjustments to align with clients’ objectives.
- **Showcase an Entrepreneurial Mindset**:Approach challenges with creativity and confidence, proactively seeking opportunities for growth.
Take ownership of your client base and contribute to the company’s success.
- **Stay Ahead of the Curve**:Stay updated on financial markets, trends, and products to deliver informed advice.
Ensure compliance with regulatory standards and internal policies.

**What You Bring**:

- **Educational Qualifications**:Minimum Polytechnic Diploma or higher.
- **Skills & Attributes**:Entrepreneurial mindset with a passion for challenges and innovation.
Excellent interpersonal and communication skills to build rapport and inspire trust.
Strong client relationship management, wealth management, and business development expertise.
Proven sales skills with a track record of achieving targets.
- **Certifications**:CMFAS certification is advantageous but not mandatory.

**What We Offer**:

- **Attractive Compensation**:Competitive salary with performance-based bonuses.
- **Incentive Trips**:Yearly trips to reward and celebrate your success.
- **Recognition**:Awards and accolades to recognize your outstanding achievements.
- **Career Advancement**:Clear growth pathways in a supportive and dynamic work environment.
- **Supportive Culture**:A team-oriented environment that fosters collaboration, innovation, and success.

**Why Join Us?**:
At **Summit Planners Crusaders**, we don’t just offer a job—we offer a journey of growth, rewards, and meaningful impact. You’ll have the opportunity to shape your career, unlock your potential, and achieve extraordinary success, all while transforming the lives of your clients.

**If you’re ready to challenge yourself, inspire others, and redefine success, we want you on our team

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