Relationship Manager (Corporate/Personal Finance)
Be a successful, confident individual who is relevant in all aspects of finance.
From the business owner to the employees of the mass market, you will be reaching out to people from all walks of life, providing them with elegant and intricately thought out solutions they are not getting from their current consultants.
With the use of your business acumen and discerning judgement, you will plan and execute financial solutions in the areas of tax planning, corporate risk management, hedging against rising interest rates, and much more.
You will be trained in spotting potential exposures, negotiation and exploiting opportunities in the market in order to enhance your client's financial portfolios. You will also be mentored in managing real wealth assets rather than just switching funds of a portfolio.
We are looking for result orientated and motivated individuals who want to put their education to use and make a difference to themselves and the people around them.
“Build your own dreams, or someone else will hire you to build theirs"
Be a part of the Summit Planners family and start Creating Relationships for Life.
- At least a Diploma/Advanced/Higher/Graduate Diploma in any field.
- Excellent interpersonal skills
- Able to communicate easily and effectively
- Passion for meeting new people from all walks of life
Summit Planners Invictus
Summit Planners is one of the leading business organisation in providing a comprehensive financial solution customized to cater to our clients best interests.