Senior Wealth Relationship Manager, Singapore

CIMB Singapore

Singapore

On-site

SGD 70,000 - 110,000

Full time

7 days ago

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Job summary

CIMB Singapore invites experienced Wealth Sales professionals to join its client advisory team. You will evaluate customers' needs and design wealth, protection, retirement and investment solutions while maintaining strong relationships.

You will plan daily activities to generate sales, conduct portfolio reviews, reach monthly targets, and stay compliant with group policies, ensuring accurate documentation and compliant KYC procedures.

Qualifications

Degree or Diploma with local institution.
Minimum 3 years of Wealth sales experience.
Professional qualifications M5, M6, M6A, M8, M9, M8A, M9A, M1B and HI.

Responsibilities

To evaluate customers' needs and provide solutions in wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
Design and recommend wealth solutions to meet customers' objectives.
Plan and organize daily schedule for various sales activities.
Conduct daily calls to customers in their portfolio base 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 application process to minimize reworks.