Summit Planners Employment Agency 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.
We invite applicants for the following position:
Wealth Management Executive
jobsDB Ref. JSG400003003032769
Your success is our ultimate goal. Together, we scale the SUMMIT!
- Develop strong and maintain good relationships with both individual and corporate clients for revenue growth and client retention
- Identify business opportunities to help client enhance their net worth and improve their business
- Conduct reviews and customize solutions to adhere to each individual's or company's financial needs
- Maintain a high standard of service quality and compliance
- Provide and utilizing our one-stop integrated financial services experience to clients (which may include corporate and high net worth clientele) regarding all Summit’s corporate financial services
- Diploma / Degree in any fields, preferably in Business / Banking & Finance / Sales & Marketing Management
- In-house training will be provided to successful candidate
- Excellent communication and interpersonal skills
Remuneration package, inclusive of an attractive incentive scheme and fringe benefits will commensurate with qualification and prior work experience.