Sales Director

3 weeks ago

Singapore CIMB Singapore Full time
Sales Director - On-Shore Preferred Wealth SG

Join to apply for the Sales Director - On-Shore Preferred Wealth SG role at CIMB Singapore

Sales Director - On-Shore Preferred Wealth SG

5 days ago Be among the first 25 applicants

Join to apply for the Sales Director - On-Shore Preferred Wealth SG role at CIMB Singapore

  • Acquire qualified New-To-Bank customers through contacts, referrals from clients and business development activities locally
  • Procure new business through customer acquisition and manage relationships with existing customers
  • Engage other departments to get referral opportunities

Responsibilities

JOB DESCRIPTION

Strategy and Planning
  • Acquire qualified New-To-Bank customers through contacts, referrals from clients and business development activities locally
  • Procure new business through customer acquisition and manage relationships with existing customers
  • Engage other departments to get referral opportunities

Business Performance and Management
  • Attuned to the current economic and financial markets by attending trainings so as to be current and proficient in addressing customer's queries
  • Achieve individual sales targets for wealth management, treasury products and insurance
  • Provide sound financial advice and dispensing customised solutions in alignment with the bank's standards and industry regulations
  • Work towards Preferred Banking's intended goals
  • Deliver client satisfaction through tailored solutions according to client objectives and service issue resolution
  • Achieve service standards set by the bank

People Management
  • Possess strong interpersonal and communication skills, self-motivation, outstanding ability to sell, strong writing and presentation skills, excellent negotiation, closing and follow-up skills
  • Committed in the improvement of self towards becoming a good ambassador of CIMB Preferred

Regulatory Compliance
  • Comply with all internal policies, procedures, processes as well as regulatory requirements
  • Attend all trainings

Requirements

Qualifications
  • Degree/Diploma in any discipline

Professional Qualification and/or Regulatory, Licensing Requirements
  • Possess the relevant certifications, e.g., CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9, and M9A

Relevant Work Experience
  • At least 3 years relevant Sales experience in Retail Banking

Technical/Functional Skills
  • Strong understanding of financial compliance and regulatory requirements in Singapore
  • Able to work independently with minimal supervision

Personal Skills (Soft Competencies)
  • Service-oriented with strong communication and interpersonal skills
  • Self-motivation, outstanding ability to sell
  • Strong writing and presentation skills, excellent negotiation, closing and follow-up skills
  • Meticulous
  • Approachable, helpful, and patient
  • Team player
Seniority level
  • Seniority levelMid-Senior level
Employment type
  • Employment typeFull-time
Job function
  • Job functionSales and Business Development
  • IndustriesBanking

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