Associate Sales Director - Off-shore Preferred Wealth SG

CIMB BANK BERHAD; Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A leading banking institution in Singapore is seeking a Sales professional with at least 3 years of Retail Banking experience. You will acquire new customers, provide tailored financial solutions, and ensure compliance with regulations. Strong communication and sales skills are essential for success in this role, along with relevant certifications. Join us to deliver exceptional client satisfaction.

Qualifications

• At least 3 years of relevant Sales experience in Retail Banking.
• Possess relevant certifications (e.g., CLI, CGI, HI).
• Strong understanding of financial compliance and regulatory requirements in Singapore.

Responsibilities

• Acquire qualified New-To-Bank customers through various activities.
• Provide sound financial advice and customized solutions.
• Achieve individual sales targets for wealth management and treasury products.

Skills

Strong interpersonal skills

Communication skills

Service-oriented

Sales ability

Negotiation skills

Education

Degree/Diploma in any discipline

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, i.e., 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
• This role involves business development and client engagement activities primarily in the Thailand market.
• Candidates with relevant regional experience are an added advantage

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