
Client Advisor
5 days ago
Summit Planner Invictus is a one-stop integrated financial services consultancy firm. We provide clients with a full suite of services including banking and financial consultancy, corporate management, risk and wealth management, real estate, as well as legal advisory. Our mission is to build trusted, long-term relationships with clients through professional guidance and tailored solutions.
Responsibilities:
- Identify and engage with potential clients
- Present and recommend suitable financial solutions based on client needs
- Build and maintain long-term professional client relationships
- Participate in structured training to develop leadership and management skills
Requirements:
- Minimum A-Levels / Diploma (fresh graduates and mid-career switchers welcome)
- Strong communication and interpersonal skills
- Proactive, resilient, and results-driven mindset
- Able to work independently and in a team environment
Benefits:
- Clear career progression with opportunities into senior and management roles
- Structured training, mentorship, and professional development
- Travel exposure (regional and international)
- Supportive and energetic team environment
- Attractive package with fixed + variable components
Be part of a dynamic and forward-looking advisory team. Apply now with Summit Planner Invictus and start building "Relationships for Life."
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Client Advisor
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