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Senior Relationship Manager - Wealth Advisory SG at CIMB Singapore
, , Singapore -
Full Time

Start Date

Immediate

Expiry Date

25 Jan, 26

Salary

0.0

Posted On

27 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Networking, Prospecting, Negotiation, Self Starter, Good Articulation, Insurance, Investments

Industry

Banking

Description
Responsibilities: Business Performance and Management To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning. Design and recommend wealth solution to meet the objectives of the customers. Take initiative to plan and organize daily schedule for various sales generating activities. Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them. To regularly update their clients on their holdings and investment performance. Achieve monthly sales target for various banking products with consistency. Fulfill training requirements which are set by the organization. Ensure completeness and accuracy in application process to minimize reworks. Regulatory Compliance Ensure compliance with Group Policy and Standards and procedures of the Bank. Ensure sales process is met and follow throughout and maintain BSC grading of A/B. Ensure proper screening and gathering of customer information to satisfy KYC procedure. Requirements: Qualifications Degree or Diploma with local institution Professional Qualification and/or Regulatory, Licensing Requirements M5, M6, M6A, M8, M9, M8A, M9A, M1B, and HI Relevant Work Experience Minimum 3 years of Wealth sales experience Competencies/Skills Networking Prospecting Negotiation Self starter Good articulation Well versed in Insurance and Investments
Responsibilities
The Senior Relationship Manager is responsible for evaluating customer needs and providing tailored wealth solutions. They will also conduct regular client communications and achieve monthly sales targets for banking products.