Associate Sales Director - Off-shore Preferred Wealth SG
CIMB BANK BERHADD01 Cecil, Marina, People’s Park, Raffles Place, SG30+ days ago
Job descriptionAttuned 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 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 Comply with all internal policies, procedures, processes as well as regulatory requirements Attend all trainings Degree / Diploma in any discipline Possess the relevant certifications, i.e., CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9, and M9A At least 3 years of relevant Sales experience in Retail Banking This role involves business development and client engagement activities primarily in the Thailand market. Candidates with relevant regional experience are an added advantage Strong understanding of financial compliance and regulatory requirements in Singapore Able to work independently with minimal supervision 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 & patient Team player
Roles & Responsibilities
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
People Management
Regulatory Compliance
Requirements : Qualifications
Professional Qualification and / or Regulatory, Licensing Requirements
Relevant Work Experience
Technical / Functional Skills
Personal Skills (Soft Competencies)
Tell employers what skills you have
Negotiation
Wealth Management
Licensing
Referrals
Treasury
Regulatory Compliance
Interpersonal Skills
Approachable
Customer Acquisition
Retail Banking
Writing
Presentation Skills
Regulatory Requirements
Business Development
Able To Work Independently
People Management
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Associate Director • D01 Cecil, Marina, People’s Park, Raffles Place, SG