Private Banking Sales Management Specialist SG at CIMB Singapore

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

28 Apr, 26

Salary

0.0

Posted On

28 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Operations, Capital Market Knowledge, MIS and Reporting, Dashboard Design, Regulatory Knowledge, Stakeholder Management, Verbal Communication, Written Communication, Analytical Skills, Problem-Solving Skills, Collaboration, Team Player, Negotiation Skills

Industry

Banking

Description

Responsibilities: Sales Initiative Support and Execution Co‑own planning and execution of business initiatives and/or projects with Head of PB/ Head of PB Sales/ Sales Team Managers. Coordinate and run PB sales meetings, prepare reports and presentations that translate data into course of action. Build sales operating rhythms (e.g., weekly pipelines, monthly performance reviews, quarterly strategy refresh) and ensure follow‑through to outcomes. Partner with Product, Marketing and Compliance to launch campaigns and client‑value propositions aligned to PB strategy. Establish and monitor KPIs aligned to business plans and budgets. Oversee frontline activity tracking, referrals, and initiative outcomes. Perform and provide trend analysis and performance insights to management team. Design and enhance sales tools, reports, and dashboards; work closely with MIS for timely, accurate reporting and data integrity. Drive pipeline discipline (stage definitions, conversion metrics, lead hygiene) and RM scorecards (e.g., productivity, revenue mix, risk metrics). Ensure adherence to CIMB PB policies & procedures, CIMB Group Code of Ethics & Conduct, and applicable regulations/ notices/ guidelines from MAS, BNM, and relevant regulatory bodies; promptly report breaches and suspicious transactions. Interface with RMs, Product Specialists, Risk/Compliance, Operations, Finance, MIS, etc. to resolve issues and remove blockers. Sales Performance Management and Analytics Establish and monitor KPIs aligned to business plans and budgets. Oversee frontline activity tracking, referrals, and initiative outcomes. Perform and provide trend analysis and performance insights to management team. Design and enhance sales tools, reports, and dashboards; work closely with MIS for timely, accurate reporting and data integrity. Drive pipeline discipline (stage definitions, conversion metrics, lead hygiene) and RM scorecards (e.g., productivity, revenue mix, risk metrics). Regulatory and Compliance Ensure adherence to CIMB PB policies & procedures, CIMB Group Code of Ethics & Conduct, and applicable regulations/ notices/ guidelines from MAS, BNM, and relevant regulatory bodies; promptly report breaches and suspicious transactions. Interface with RMs, Product Specialists, Risk/Compliance, Operations, Finance, MIS, etc. to resolve issues and remove blockers. Requirements: Qualifications Bachelor’s and/or Business Management, Economics, Business Analytics, Finance or related field Professional Qualification and/or Regulatory, Licensing Requirements Dealer or Capital Markets Services Representative’s License (CMSRL) is preferred Relevant Work Experience At least 6 years’ experience in sales support, business management, or financial services (preferably in banking experience) Technical/Functional Skills Capital market knowledge Sales operations MIS and reporting Dashboard design Strong in regulatory knowledge Personal/Soft Skills Strong stakeholder management and engagement skills Strong verbal and written communications Strong analytical and problem-solving skills Strong collaborator and team player Good negotiation skills

Responsibilities

The role involves supporting and executing sales initiatives, coordinating sales meetings, and monitoring KPIs aligned with business plans. Additionally, it includes ensuring compliance with regulations and interfacing with various teams to resolve issues.