Relationship Manager Team Lead

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

**About Us**:
**Summit Planners Crusaders Pte Ltd**is a premier **One-Stop Integrated Financial Services Provider**, dedicated to delivering innovative and tailored solutions to individuals and businesses. Our comprehensive services include wealth management, insurance, estate planning, and investment advisory.

We are looking for an ambitious and experienced **Relationship Manager Team Lead**to lead, inspire, and grow a high-performing team. If you have a proven track record in leadership, exceptional sales skills, and a passion for driving client success, this is your chance to take your career to new heights in a dynamic and rewarding environment.

**Your Role**:
As a **Relationship Manager Team Lead**, you will lead a team of Relationship Managers, foster strong client relationships, and drive business growth through innovative strategies and solutions.

**Key Responsibilities**:

- **Team Leadership & Development**:Lead, mentor, and motivate a team of Relationship Managers to achieve individual and team targets.
Provide guidance, training, and performance reviews to ensure continuous professional growth.
- **Strategic Business Growth**:Develop and implement strategies to drive client acquisition and business expansion.
Monitor team performance and identify opportunities to improve results and productivity.
- **Client Relationship Management**:Build and maintain long-term relationships with high-net-worth clients.
Ensure exceptional client satisfaction by delivering personalized wealth management solutions.
- **Wealth Management & Advisory**:Provide expert guidance on financial planning, investments, insurance, and estate planning.
Review and optimize client portfolios to align with their financial goals.
- **Entrepreneurial Mindset**:Lead with innovation and take ownership of challenges to achieve extraordinary outcomes.
Inspire a culture of excellence, accountability, and collaboration within your team.
- **Compliance & Market Expertise**:Stay updated on financial markets, products, and regulatory guidelines.
Ensure the team operates with the highest ethical standards and compliance.

**What You Bring**:

- **Educational Qualifications**:Minimum Polytechnic Diploma or higher.
- **Experience & Expertise**:At least 2 years of experience leading and managing a team.
Strong background in financial services, wealth management, and business development.
Proven track record in achieving sales targets and driving team success.
- **Skills & Attributes**:Entrepreneurial mindset with a love for challenges and innovation.
Exceptional interpersonal and communication skills to inspire trust and build relationships.
Leadership capabilities to mentor and motivate a team toward excellence.
Strong sales and business development skills with the ability to identify growth opportunities.
- **Certifications**:CMFAS certification is mandatory.

**What We Offer**:

- **Attractive Compensation**:Competitive salary with performance-based bonuses.
- **Incentive Trips**:Yearly trips to reward and celebrate success.
- **Recognition**:Awards and accolades for outstanding achievements.
- **Career Growth**:Opportunities for professional development and leadership advancement.
- **Supportive Culture**:A dynamic, innovative, and team-oriented environment that fosters success and collaboration.

**Why Join Us?**:
At **Summit Planners Crusaders**, we don’t just offer a job—we offer a platform for leadership, growth, and impact. As a **Relationship Manager Team Lead**, you will have the opportunity to inspire a team, build meaningful client relationships, and make a difference in people’s lives. Join us and unlock your full potential in a career that rewards your passion and dedication.