Associate Sales Director

2 weeks ago

Singapur, Singapore CIMB Singapore Full time

Associate Sales Director - On-shore Preferred Wealth SG Overview

Associate Sales Director - On-shore Preferred Wealth SG

Responsibilities
  • 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
  • Attuned to the current economic and financial markets by attending trainings so as to be current and proficient in addressing customers’ 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
  • 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
  • Comply with all internal policies, procedures, processes as well as regulatory requirements
  • Attend all trainings
Requirements
  • Min Degree/Diploma in any discipline
  • Possess the relevant certifications e.g. CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9 and M9A
  • At least 3 years relevant sales experience in retail banking
  • Strong understanding of financial compliance and regulatory requirements in Singapore
  • Able to work independently with minimal supervision
  • 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 & patient, team player
Details
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Sales and Business Development
  • Industries: Banking
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