Sales Director - On-Shore Preferred Wealth SG

CIMB Singapore; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

CIMB Singapore is seeking a results-oriented sales professional to acquire New-To-Bank customers and drive wealth management, treasury products and insurance sales. You will manage relationships with existing customers and collaborate with other departments to generate referral opportunities.

The role requires at least 3 years in retail banking sales, strong regulatory understanding, and the ability to work independently while delivering excellent client service.

Qualifications

• Degree or diploma in any discipline.
• At least 3 years of relevant sales experience in retail banking.
• Possess certifications like CLI, CGI, HI, M1B, M5, M6, M6A, M8, M9, M9A.

Responsibilities

• Acquire qualified New-To-Bank customers through contacts, referrals and local business development.
• 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 market and regulatory changes.
• Deliver tailored financial solutions in line with bank standards and regulations.
• Meet individual sales targets for wealth management, treasury products and insurance.

Skills

Sales experience

Communication skills

Negotiation

Presentation

Regulatory compliance

Independent work

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
• 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
  

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 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