About the role
AI summarisedSales Director role at CIMB Preferred Wealth in Singapore, responsible for acquiring new-to-bank customers, managing relationships, and achieving sales targets for wealth management, treasury, and insurance products. Requires at least 3 years of retail banking sales experience and relevant certifications.
BusinessFull-timeGeneral
Key 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 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
- Comply with all internal policies, procedures, processes as well as regulatory requirements
Requirements
- 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, and patient
- Team player