
Principal Relationship Manager
4 days ago
Overview
Principal Relationship Manager - Wealth Advisory SG role at CIMB Singapore. Join to apply for the Principal Relationship Manager - Wealth Advisory SG position.
Responsibilities
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 schedules for various sales activities.
Conduct daily calls to customers in the portfolio to arrange appointments and offer assistance.
Regularly update clients on holdings and investment performance.
Achieve monthly sales targets for various banking products with consistency.
Fulfill training requirements set by the organization.
Ensure completeness and accuracy in the application process to minimize reworks.
Regulatory Compliance
Ensure compliance with Group Policy and Standards and procedures of the
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