Job Description

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Responsibilities:

Strategy and Planning

• Actively identify, locate, and acquire preferred clients to onboard and grow the franchise (market neutral).
• Perform end-to-end onboarding activities inclusive of account opening and promote a bank\'s suite of depository products and services.
• Conduct KYC on Ntb clients in accordance to bank\'s AML guidelines and regulations.
• Establish client\'s source of wealth and funds to match clients profile.
• Provide timely and efficient processing on account opening and other onboarding related matters.
• Ensure compliance and legal guidelines are adhered to with all internal policies and external regulations.
• Engage client to conduct wealth conversation appt with RMs as part of the holistic onboarding journey.
• Understand client\'s financial objective, tolerance for risk and able to articulate to RMs/specialists for further follow up.
• Be knowledgeable about landscape of bank\'s product suite and facilitate transmission of information to clients.

Business Performance and Management

• Accurately record and process clients instructions.
• Ensure no occurrence of error, operational problems.
• Promptly and properly document any issues that occur.
• Good understanding on acquisition product offering across industry and able to do competitive analysis.
• General understanding on wealth offering and product suites across the industry.

People Management

• Main point of contact for clients during onboarding stage, and duty will include client servicing, attending to transactional matters.
• Ability to handle clients\' KYC reviews and CDD requirements.
• Build and maintain long term relationship with partners is a key factor for success in this role.

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

• Relevant accreditations (M1b, M5, M6, M8, M8a, M9, M9a, HI) would be an advantage

Relevant Work Experience

• At least 3 years relevant experience in banking/financial industry, experiences in financial and investment product sales is preferred
• Track record of excellence, self-motivated & results driven
• Excellent relationship management & communication skills to engage customer of all levels with assertiveness
• Effectively bi-lingual, ability to converse in foreign languages would be an advantage
• Ability to travel to regional countries for business trips, when required

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 & patient
• Team player

CIMB