Client Relationship Manager
1 week ago
Are you an experienced leader with a passion for client success, sales, and investment solutions? Summit Planners Crusaders Pte Ltd, a leading one-stop integrated financial services provider, is looking for a Client Relationship Manager (Investment) to join our dynamic team. If you are ready to take on a leadership role that rewards excellence and offers exciting growth opportunities, we want to hear from you
**Why Summit Planners Crusaders?**
**At Summit Planners Crusaders, your success is our priority.**
**Here’s what we offer**:
**Yearly incentive trips to exclusive destinations.**
**Attractive bonuses to reward your performance.**
**Recognition and rewards for your leadership and contributions.**
**A supportive work environment that fosters personal and professional growth.
**Your Role**
As a Client Relationship Manager (Investment), you will:
- Lead, mentor, and inspire a team of client relationship executives to achieve and exceed sales targets.
- Build and strengthen lasting relationships with clients, understanding their financial goals and offering tailored investment solutions.
- Develop and implement effective sales strategies to drive business growth and expand the client base.
- Stay up to date on financial market trends, investment products, and regulatory changes to provide expert advice.
- Collaborate with internal teams to deliver seamless financial solutions and ensure the highest level of client satisfaction.
**What We’re Looking For**
We are seeking a results-driven professional who has:
- At least 2 years of leadership experience in managing teams and driving performance.
- Strong sales and business development skills with a proven track record of success.
- Exceptional interpersonal and communication skills to build trust with clients and inspire teams.
- Educational Qualification: Polytechnic Diploma or higher.
- CMFAS certifications (e.g., M1, M5, M6, or others) are highly recommended and will be an added advantage.
**What’s in It for You?**
- Access to innovative financial products and resources to empower clients.
- Structured leadership development programs to help you grow and succeed.
- Recognition of your achievements through awards, promotions, and financial incentives.
- Exciting yearly incentive trips to top destinations around the world.
**Take Your Career to the Next Level
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