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.
jobsDB Ref. JSG400003002986434
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