Associate Sales Director - On-shore Preferred Wealth SG at CIMB Singapore

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Customer Acquisition, Relationship Management, Financial Advice, Wealth Management, Treasury Products, Insurance, Communication Skills, Interpersonal Skills, Negotiation Skills, Presentation Skills, Self-Motivation, Regulatory Compliance, Team Player, Attention to Detail, Problem Solving

Industry

Banking

Description

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 Comply with all internal policies, procedures, processes as well as regulatory requirements. Attend all trainings 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

Responsibilities

The Associate Sales Director is responsible for acquiring new customers and managing relationships with existing clients while achieving sales targets for wealth management and related products. They must also ensure client satisfaction through tailored solutions and compliance with regulatory standards.