Associate Sales Director - On-shore Preferred Wealth SG

CIMB Singapore · Singapore

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Responsibilities:

Strategy and Planning

Acquire qualified New-To-Bank customers through contacts, referrals from clients and business development activities locally
Procure new business through customer acquisition and manage relationships with existing customers
Engage other departments to get referral opportunities

Business Performance and Management

Attuned to the current economic and financial markets by attending trainings so as to be current and proficient in addressing customer’s queries
Achieve individual sales targets for wealth management, treasury products and insurance
Provide sound financial advice and dispensing customised solutions in alignment with the bank's standards and industry regulations
Deliver client satisfaction through tailored solutions according to client objectives and service issue resolution
Achieve service standards set by the bank
Work towards Preferred Banking’s intended goals

People Management

Possess strong interpersonal and communication skills, self-motivation, outstanding ability to sell, strong writing and presentation skills, excellent negotiation, closing and follow-up skills
Committed in the improvement of self towards becoming a good ambassador of CIMB Preferred

Regulatory Compliance

Comply with all internal policies, procedures, processes as well as regulatory requirements
Attend all trainings

Responsibilities:

Qualifications

Degree/Diploma in any discipline

Professional Qualification and/or Regulatory, Licensing Requirements

Possess the relevant certifications e.g., CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9, and M9A

Relevant Work Experience

At least 3 years of relevant sales experience in retail banking

Technical/Functional Skills

Strong understanding of financial compliance and regulatory requirements in Singapore
Able to work independently with minimal supervision

Personal Skills (Soft Competencies)

Service-oriented with strong communication and interpersonal skills
Self-motivation, outstanding ability to sell
Strong writing and presentation skills, excellent negotiation, closing and follow-up skills
Meticulous
Approachable, helpful, and patient
Team player

• Responsible for meeting sales targets through generating revenue on designated customer base • Provide sound investment advice and deliver high customer service standards to Preferred customers • Acquisition of new to Preferred clients through business development network and contacts • Grow, manage and preserve clients’ wealth to ensure customers meet their financial objectives with tailored financial solutions • Establish and strengthen long-term relationships with customers through dedicated services • Cross sell of banking products and services while meeting clients’ financial goals • Strong follow up skills and initiatives to ensure all time sensitive transactions are executed in a timely and accurate fashion • Good grasp of internal processes, procedures, documentation, fees and related terms and conditions of products and services offered by the bank

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