Relationship Manager

1 week ago


Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

Company: Summit Planners Crusaders Pte Ltd

Location: Singapore

Employment Type: Full-Time

Are you passionate about helping clients achieve their financial goals? Do you excel in sales and building strong relationships?

Join Summit Planners Crusaders Pte Ltd, a trusted one-stop integrated financial services provider, as a Relationship Manager (Investment) and embark on a rewarding career filled with growth, recognition, and exciting opportunities

**Why Choose Us?**

At Summit Planners Crusaders, we value and reward your contributions. Here’s what we offer:
**Yearly incentive trips to premier destinations.**

**Attractive bonuses in recognition of your hard work and achievements.**

**Well-deserved recognition through awards and career advancement opportunities.**

**A dynamic and supportive work environment that fosters success and growth.**

As a Relationship Manager (Investment), you will:

- **Build and maintain lasting client relationships by understanding their financial goals and offering tailored investment solutions.**:

- **Identify and capitalize on sales opportunities to achieve and exceed targets.**:

- **Stay informed on market trends and financial products to provide expert guidance.**:

- **Collaborate with internal teams to ensure seamless service delivery and exceptional client satisfaction.**

What We’re Looking For

We’re seeking a motivated professional with:

- **Strong sales acumen and a client-focused approach.**:

- **Excellent interpersonal and communication skills to build trust and rapport with clients.**:

- **Educational Qualification: Polytechnic Diploma or higher.**:

- **CMFAS certification (e.g., M1, M5, M6, or others) is an advantage and will set you apart.**

What You’ll Gain
- **Access to a wide range of innovative financial products to empower your clients.**:

- **Professional training programs to enhance your knowledge and skills.**:

- **Recognition of your achievements through promotions, bonuses, and globally-recognised awards.**:

- **Exciting yearly incentive trips to premier destinations as part of your success story.**

Start Your Journey to Success

If you’re ready to excel in a dynamic role where your skills and efforts are celebrated, we’d love to hear from you.

Summit Planners Crusaders Pte Ltd - Empowering Financial Success Together



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