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, and patient * Team player