Sales Director - On-Shore Preferred Wealth SG

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
• Deliver client satisfaction through tailored solutions according to client objectives and service issue resolution
• Achieve service standards set by the bank
• Work towards Preferred Banking’s intended goals

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

• 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