Investment Adviser

1 week ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

At **Summit Planners Crusaders Pte Ltd **, we are a leading **One-Stop Integrated Financial Services Provider **, dedicated to delivering innovative and comprehensive financial solutions to individuals and businesses. With a focus on building long-lasting client relationships, we offer a full spectrum of services, including wealth management, insurance, estate planning, and investment advisory.

We are seeking a passionate and results-driven **Investment Specialist **to join our dynamic team. If you excel in financial markets, love crafting personalized investment strategies, and want to make a meaningful impact in clients’ financial success, we want to hear from you.

**What You’ll Do**:

- **Investment Advisory**:Provide expert advice on a broad range of investment products, including equities, bonds, mutual funds, and alternative assets.
Deliver personalized recommendations that align with clients’ goals, risk appetite, and market conditions.
- **Portfolio Management**:Create and manage tailored investment portfolios for clients.
Regularly monitor and optimize performance to achieve financial objectives.
- **Market Insights & Analysis**:Stay updated on market trends, economic developments, and global investment opportunities.
Translate complex market data into actionable insights for clients.
- **Client Relationship Management**:Build and maintain strong, trusted relationships with clients.
Conduct regular reviews and provide timely updates on portfolio performance and market outlook.
- **Strategic Collaboration**:Partner with financial planners, insurance specialists, and estate planning consultants to deliver integrated financial solutions.
Act as a key contributor to the company’s overall growth strategy.
- **Compliance & Risk Management**:Ensure all investment recommendations adhere to regulatory guidelines and company policies.
Maintain the highest level of ethical standards and professionalism.

**What You Bring**:

- **Education & Certifications**:Local Diploma or Degree. Relevant certifications such as CFA, CFP, or CMFAS Modules 5, 8, 9, and 9A are highly advantageous.
- **Experience**:Fresh grad or less than 2 experience.
- **Skills**:Strong analytical skills and financial acumen.
Excellent communication and interpersonal skills with the ability to simplify complex financial concepts.
Proficiency in investment tools and software.
- **Mindset**:Goal-oriented, with a passion for helping clients achieve financial success.
A team player with a proactive and client-focused attitude.

**What We Offer**:

- Competitive remuneration package with performance-based incentives.
- Access to a wide range of financial tools, resources, and cutting-edge technology.
- Comprehensive professional development programs and opportunities for certifications.
- A supportive, collaborative team environment that values innovation and growth.
- The opportunity to work with a trusted brand recognized for excellence in integrated financial services.

**Why Join Us?**:
At **Summit Planners Crusaders **, we believe in empowering our team to make a difference. As an **Investment Specialist **, you’ll play a critical role in shaping clients’ financial journeys while growing your career in a supportive and rewarding environment.

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