Senior Sales Director - On-shore Preferred Wealth SG

Responsibilities:

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
- Deliver client satisfaction through tailored solutions according to client objectives and service issue resolution
- Achieve service standards set by the bank
- Work towards Preferred Banking’s intended goals

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 of 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