Job Description

:

Responsibilities:

Strategy and Planning

• Promote bank\'s suite of depository products and services to Partners/Introducers
• Conduct KYC on introducers in accordance to bank\'s AML guidelines and regulations
• Establish Partner\'s/Introducer\'s prospect base
• Provide timely and efficient follow up on all matters pertaining to partnership, including events curation
• Ensure compliance and legal guidelines are adhered to with all internal policies and external regulations
• Keep abreast of market trends and competitor offerings and conduct regular updates and follow-up activities for target customer groups.
• To better enhance the CVP differentiation in relation to external competition.
• Generate specialty events for client engagement
• Curate event to access partners\' client base
• Garner RSVP for events
• Track after event follow-up and achieve pre-set ROI on respective events

Business Performance and Management

• Effective leads tracking process for all events and initiative done by Preferred Acquisition Team
• RSVP process & inform relevant cross-functional teams on upcoming events in a timely manner
• Gift fulfilment process for sign-up campaigns
• Thorough understanding of Client Value Proposition and product offerings across industry and able to do competitive analysis
• General understanding on product suites across the industry

People Management

• Main point of contact for partners, and duty will include partners engagement and business development
• Ability to relate the relevant ROEs in relation to partners in each countries across the region
• Build and maintain long term relationship with internal & external 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

• Minimally, a Diploma/Degree 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 5 years of relevant experience in Banking/Financial/Hospitality industry; experiences in Partnership & Event Management are preferred
• Track record of excellence, self motivated & results driven
• Proven ability to bring in own sources of acquisition
• Excellent relationship management & communication skills to engage Customers of all levels with assertiveness
• Commercial acumen - Knowledge of the market, current market trends, competitive behavior & strategy
• 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