Investment Client Relationship Lead

Summit Planners Crusaders Pte. Ltd. is hiring a Client Relationship Manager (Investment) in Singapore. The role focuses on developing client relationships and managing investment portfolios while balancing risk and rewards.

Applicants should possess a diploma from local polytechnics or a recognized degree, and training will be provided for entry-level candidates. The company offers flexible working hours, competitive compensation, and a supportive work environment.

The role entails conducting financial needs analyses, developing marketing strategies, and ensuring long-term client relationships.