Investment Management Trainee

Summit Planners Crusaders Pte Ltd
Sales & Business Development Jobs
Singapore
April 16, 2025
$3000 - $8000 / month
Full Time
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Who We Are

Summit Planners Crusaders is built on a foundation of integrity, innovation, and excellence. We pride ourselves on being more than just financial advisors—we’re your partners in crafting a secure and prosperous future. Our services are designed to simplify the complexities of financial planning: Investment Planning: Strategies to grow and secure your wealth for long-term goals. Insurance Solutions: Comprehensive protection for you and your loved ones. Legacy & Estate Planning: Seamless and thoughtful transitions for your family’s future. Corporate Solutions: Financial strategies that drive business growth and stability. Why Choose Us? ✅ Expertise You Can Trust: Our experienced professionals bring deep financial knowledge and a client-first mindset to every interaction. ✅ Tailored Solutions: We believe in customized strategies that align with your specific goals and aspirations. ✅ Forward-Thinking Approach: By leveraging cutting-edge tools and market insights, we keep your plans resilient and future-ready. ✅ Client-Centric Values: Your financial success is our top priority.

Job Description

🚀 Join Our Team as an Investment Management Trainee—Empower Clients, Build Your Future!

📍 Location: Singapore | 💼 Full-Time | 💰 Attractive Allowance + Commission & Bonuses

Are you passionate about helping people achieve financial freedom? Do you thrive in a dynamic environment where your expertise makes a real impact? If so, we want YOU on our team!

 

Why Join Us?

✅ Uncapped Earning Potential: Allowance + lucrative commission structure

✅ Growth & Development: Ongoing training and career advancement opportunities

✅ Supportive Team Culture: Work with industry experts in a collaborative environment

✅ Flexible Work Arrangements: Hybrid options available

 

Your Role

As an Investment Management Trainee, you will:

🔹 Provide expert financial advice tailored to client goals

🔹 Develop and maintain long-term client relationships

🔹 Analyse financial situations and recommend strategies for wealth growth, retirement planning, and risk management

🔹 Stay ahead of market trends and financial products to provide the best solutions

 

Who You Are

🌟 Driven and results-oriented

🌟 Excellent communicator and relationship builder

🌟 A problem solver who thrives in a fast-paced environment

🌟 Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent (CFP, CFA, or equivalent is a plus!)

🌟 Aspires to be an entrepreneur and has the ambition to succeed

 

Perks & Benefits

✨ Competitive compensation package + commission + bonuses + incentive trips. (depending on individual and team performance)

✨ Personal development plans. Designed with considerations of your individual strengths and business needs.

✨ Mentorship from top professionals

✨ Fast career track into management role.

✨ Comprehensive training program on financial skills and concepts.

 

📩 Ready to take the next step? Apply today and start shaping your clients’ futures—while securing your own!

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