Sales Director On Shore Preferred Wealth Sg

Singapore, Singapore

Job Description


:

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

CIMB

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Job Detail

  • Job Id
    JD1404655
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned