Principal Relationship Manager - Wealth Advisory SG

CIMB Singapore; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

CIMB Singapore is recruiting a wealth sales professional to evaluate customer needs and tailor wealth protection and accumulation strategies. The role involves planning daily sales activities, calling portfolio clients to set appointments, and providing ongoing updates on investment performance.

The candidate should have 3+ years in wealth sales, be well versed in insurance and investments, and possess strong networking and negotiation skills to meet monthly targets and compliance requirements.

Qualifications

• Degree or Diploma with local institution.
• Minimally, 3 years of Wealth sales experience.
• Well versed in Insurance and Investments.

Responsibilities

• Evaluate customers' needs and provide wealth protection, accumulation, retirement, estate and endowment planning solutions.
• Design and recommend wealth solutions to meet customer objectives.
• Plan and organize daily schedule for sales activities and appointments.
• Conduct daily calls to portfolio customers to arrange meetings and provide assistance.
• Regularly update clients on holdings and investment performance.
• Aim to achieve monthly sales targets across banking products.

Skills

Networking

Prospecting

Negotiation

Self starter

Good articulation

Insurance & Investments

Education

Degree or Diploma

Job description

Responsibilities

• 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

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

Qualifications

• 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