Senior Relationship Manager - Wealth Advisory SG

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

Job summary

CIMB Singapore is seeking a wealth sales professional to evaluate clients' needs and design wealth protection, accumulation, retirement and estate planning solutions. You will plan daily schedules, make portfolio calls to arrange appointments, and keep clients informed of holdings and performance while aiming to meet monthly banking product targets.

The role emphasizes compliance with group policies, KYC procedures, and ongoing training to maintain regulatory standards and drive sustainable

Qualifications

• Degree or Diploma with local institution.
• Regulatory licenses such as M5, M6, M6A, M8, M9, M8A, M9A, M1B, HI.
• Minimally 3 years of Wealth sales experience.

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

Skills

Networking

Prospecting

Negotiation

Self starter

Good articulation

Well versed in Insurance and Invest- m

Education

Degree or Diploma with local institution

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

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, 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