Sales Director - Off-shore Preferred Wealth SG

CIMB Singapore; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

CIMB Singapore is seeking an experienced wealth banking professional to acquire New-To-Bank customers, grow client relationships, and drive referrals across departments.

You will manage sales for wealth management, treasury products and insurance, delivering tailored financial advice while ensuring service standards and regulatory compliance.

Strong communication, interpersonal skills, and a proven track record in retail banking are essential for success in this role.

Qualifications

• Degree or Diploma in any discipline.
• Certifications in related regulatory/licensing areas (e.g., CLI, CGI, HI, M1B–M9) preferred.
• At least 3 years of relevant sales experience in retail banking.

Responsibilities

• 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 obtain referral opportunities.
• Attend trainings to stay current with financial markets and product knowledge.
• Achieve individual sales targets for wealth management, treasury products and insurance.
• Provide tailored financial advice aligned with bank standards and regulations.

Skills

Communication skills

Interpersonal skills

Self-motivation

Sales ability

Negotiation skills

Education

Degree/Diploma

Job description

• 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
• 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, e.g., CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9, and M9A

Relevant Work Experience

• At least 3 years 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