Principal Relationship Manager - Wealth Advisory SG

CIMB Singapore; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

CIMB Singapore invites experienced Wealth Sales professionals to join its client advisory team. You will evaluate customers' needs and design wealth, protection, retirement and investment solutions while maintaining strong relationships.

You will plan daily activities to generate sales, conduct portfolio reviews, reach monthly targets, and stay compliant with group policies, ensuring accurate documentation and compliant KYC procedures.

Qualifications

• Degree or Diploma with local institution.
• Minimum 3 years of Wealth sales experience.
• Professional qualifications M5, M6, M6A, M8, M9, M8A, M9A, M1B and HI.

Responsibilities

• To evaluate customers' needs and provide solutions in wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
• Design and recommend wealth solutions to meet customers' objectives.
• Plan and organize daily schedule for various sales activities.
• Conduct daily calls to customers in their portfolio base to arrange appointments and offer assistance.
• Regularly update clients on holdings and investment performance.
• Achieve monthly sales targets for banking products with consistency.
• Fulfill training requirements set by the organization.
• Ensure completeness and accuracy in application process to minimize reworks.

Skills

Networking

Prospecting

Negotiation

Self starter

Good articulation

Well versed in Insurance and Invest m

Education

Degree or Diploma with local institution

Job description

• 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.

Responsibilities

JOB DESCRIPTION

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

Qualifications

• Degree or Diploma with local institution

Professional Qualification and/or Regulatory, Licensing Requirements

• M5, M6, M6A, M8, M9, M8A, M9A, M1B, and HI

Relevant Work Experience

• Minimum 3 years of Wealth sales experience

Competencies/Skills

• Networking


• Prospecting


• Negotiation


• Self starter


• Good articulation


• Well versed in Insurance and Investments