Senior Relationship Manager - Wealth Advisory SG

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

Job summary

CIMB Singapore is seeking an experienced wealth sales professional to evaluate client needs and design comprehensive wealth plans, covering protection, accumulation and retirement strategies.

You will plan daily sales activities, call portfolio clients for appointments, and keep clients informed on performance and holdings while achieving monthly targets and adhering to bank policies.

Qualifications

• Degree or Diploma from a local institution.
• Minimum 3 years of wealth sales experience.
• Regulatory qualifications (M5, M6, M6A, M8, M9, M8A, M9A, M1B, HI) where applicable.

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 schedules for sales activities.
• Conduct daily calls to portfolio clients 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 the application process to minimize reworks.

Skills

Networking

Prospecting

Negotiation

Self starter

Good articulation

Insurance and Investments

Education

Degree or Diploma

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