Senior Wealth Solutions Advisor

CIMB Singapore

Singapore

On-site

SGD 70,000 - 110,000

Full time

2 days ago

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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