Finance Associate

Summit Planners Pte Ltd

Finance Associate

Summit Planners Pte Ltd

Position Level: Entry Level

Qualification: Bachelor's / Honours

Job Nature: Permanent, Internship

Salary: Login to view

Since establishment in 2000, we have impressively shown a dramatic growth and we are looking for YOU to join us as Relationship Manager and be part of our exciting and vibrant team of professionals who are dedicated to excellence that strongly rewards success.

Role Responsibilities:

Foster and build long-term relationship at all levels for revenue growth and customer retention through personalized dedicated services

Identifying and conduct insightful analysis before customizing financial solutions with attention to adhere to individuals/corporate clients needs

To provide an integrated financial one-stop experience to clients regarding all Summit corporate financial services

Propose and identify reciprocal businesses and incubate new business opportunities to synergize with clients in areas of cooperation

Work independently yet collaborate cross-functionally in a team environment

Desired Skills and Experience:


Fresh Graduates are also welcome (in-house training will be provided to successful candidates)

Immediate availability or within short notice are highly preferred

Remuneration package, inclusive of an attractive incentive scheme & fringe benefits are competitive and will commensurate with qualifications and prior experience

At Summit Planners, we specialize in identifying customer needs and assist our corporate clients in growing and enhancing their businesses by providing a comprehensive range of customized solutions to suit their individual business model.

With such unique value-added services, we are one of the premier financial planning organizations in Singapore that works in conjunction with both In-House and other financial professionals and institutions to integrate our clients with a hassle-free access to a whole range of financial services under one roof.

Company Overview

Accounting, Audit, Corporate Secretarial and Tax Ι Banking and Finance Consultancy
Corporate Risk Management Ι Estate Planning and Trust Ι Family Protection Planning
General Insurance Ι Legal Referral Ι Real Estate Ι IT and Software Solutions
Training and Publications Ι Wealth Management Ι Employment Services
... Learn More

View All Jobs