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Associate Sales Director - On-shore Preferred Wealth SG

Associate Sales Director - On-shore Preferred Wealth SG

CIMB SingaporeSingapore, Pedra Branca, Singapore
4 days ago
Job description

Associate Sales Director - On-shore Preferred Wealth SG

Join to apply for the Associate Sales Director - On-shore Preferred Wealth SG role at CIMB Singapore

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Associate Sales Director - On-shore Preferred Wealth SG

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  • 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

Responsibilities

JOB DESCRIPTION

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
  • Work towards Preferred Banking’s intended goals
  • Deliver client satisfaction through tailored solutions according to client objectives and service issue resolution
  • Achieve service standards set by the bank
  • 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
  • Requirements

    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 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
  • Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Sales and Business Development

    Industries

    Banking

    Referrals increase your chances of interviewing at CIMB Singapore by 2x

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    Sales Director • Singapore, Pedra Branca, Singapore