Job Description

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Responsibilities:

Strategy and Planning

• Acquire qualified New-To-Bank customers through contacts, referrals from clients and business development activities locally specifically in the area of insurance and financial planning for legacy or retirement.
• Procure new business through customer acquisition and manage relationships with existing customers alongside the relationship managers.
• Engage other departments to get referral opportunities, planning of insurance new sales ideas, training of RMs in financial planning knowledge.

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 planning and insurance 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.

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 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-motivated, with outstanding ability to sell
• Strong writing and presentation skills, excellent negotiation, closing and follow-up skills
• Meticulous
• Approachable, helpful, and patient
• Team player

CIMB