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Associate Sales Director - On-shore Preferred Wealth SG

CIMB SingaporeSingapore, Pedra Branca, Singapore

10 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

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

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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

Mid-Senior level

Employment type

Full-time

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