Associate Sales Director - Relationship Manager (Preferred Banking Onshore)
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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 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