Summit Planners Pte Ltd
Founded in 2000, Summit Planners is a comprehensive financial planning organisation that works in conjunction with other financial professionals and institutions to integrate clients with full accounting, auditing, tax, legal referral, estate planning, corporate & individual insurance, banking & finance, investment services, trust, training and real estate services.
We specialise in growing and enhancing businesses and have clients from all aspects of the business community, from small family-run operations to large corporate groups. We provide business solutions and offer a complete range of services that assures improvements to overall business performance. These clients include families, high net worth individuals and SMEs.
Business Development Executives / Managers
jobsDB Ref. JSG400003002955467
Client acquisition and retention for our range of financial services
Conduct fact find, perform analysis & customize solutions for client’s needs
Identify business opportunities to help client enhance their net worth & improve their business
Min Diploma/A Levels, preferably in Business/Banking & Finance/Sales & Marketing
CMFAS M5, M9 and CHI certification is an advantage