Senior Wealth Solutions Advisor

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

Job summary

CIMB Singapore is recruiting a wealth sales professional to evaluate customer needs and tailor wealth protection and accumulation strategies. The role involves planning daily sales activities, calling portfolio clients to set appointments, and providing ongoing updates on investment performance.

The candidate should have 3+ years in wealth sales, be well versed in insurance and investments, and possess strong networking and negotiation skills to meet monthly targets and compliance requirements.

Qualifications

• Degree or Diploma with local institution.
• Minimally, 3 years of Wealth sales experience.
• Well versed in Insurance and Investments.

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 schedule for sales activities and appointments.
• Conduct daily calls to portfolio customers to arrange meetings and provide assistance.
• Regularly update clients on holdings and investment performance.
• Aim to achieve monthly sales targets across banking products.

Skills

Networking

Prospecting

Negotiation

Self starter

Good articulation

Insurance & Investments

Education

Degree or Diploma

Job description

CIMB Singapore is recruiting a wealth sales professional to evaluate customer needs and tailor wealth protection and accumulation strategies. The role involves planning daily sales activities, calling portfolio clients to set appointments, and providing ongoing updates on investment performance.

The candidate should have 3+ years in wealth sales, be well versed in insurance and investments, and possess strong networking and negotiation skills to meet monthly targets and compliance requirements.