Responsibilities
- Business Performance and Management
- To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning
- Design and recommend wealth solution to meet the objectives of the customers
- Take initiative to plan and organize daily schedule for various sales generating activities
- Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them
- To regularly update their clients on their holdings and investment performance
- Achieve monthly sales target for various banking products with consistency
- Fulfill training requirements which are set by the organization
- Ensure completeness and accuracy in application process to minimize reworks
Regulatory Compliance
- Ensure compliance with Group Policy and Standards and procedures of the Bank
- Ensure sales process is met and follow throughout and maintain BSC grading of A/B
- Ensure proper screening and gathering of customer information to satisfy KYC procedure
Requirements
- Degree or Diploma with local institution
- Professional Qualification and/or Regulatory, Licensing Requirements
- M5, M6, M6A, M8, M9, M8A, M9A, M1B, HI
Relevant Work Experience
Minimally 3 years of Wealth sales experience
Competencies/Skills
Networking
Prospecting
Negotiation
- Self starter
- Good articulation
- Well versed in Insurance and Investments
Job description provided by CIMB Group.
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