Associate Sales Director - On-shore Preferred Wealth SG

CIMB Singapore; Singapore; Presencial; SGD 60.000 - 100.000; Jornada completa

Descripción de la vacante

CIMB Singapore is seeking a results-driven sales professional to acquire New-To-Bank customers and grow the bank’s retail portfolio. You will manage relationships, pursue referrals across departments, and contribute to revenue growth while meeting regulatory standards.

The role emphasizes client advisory, cross-selling wealth and banking products, and maintaining service excellence in a fast-paced environment.

Formación

• Degree/ Diploma in any discipline.
• Relevant regulatory certifications (CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9, M9A) are preferred.
• At least 3 years of relevant sales experience in retail banking.
• Strong understanding of financial compliance and regulatory requirements in Singapore.
• Able to work independently with minimal supervision.
• Service-oriented with strong communication and interpersonal skills.

Responsabilidades

• Acquire qualified New-To-Bank customers through contacts and referrals locally.
• Procure new business through customer acquisition and manage relationships with existing customers.
• Engage other departments to get referral opportunities.
• Attend trainings and stay current with financial markets and bank standards.

Conocimientos

Regulatory compliance understanding

Independent work

Strong communication

Interpersonal skills

Sales capability

Teamwork

Educación

Degree/Diploma in any discipline

Descripción del empleo

• 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

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
• 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

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 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