Sales Director - On-Shore Preferred Wealth SG

Responsibilities

JOB DESCRIPTION

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 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