REQUIREMENTS:

Qualifications
Degree/Diploma in any discipline
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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
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Relevant Work Experience
At least 3 years of relevant sales experience in retail banking
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Technical/Functional Skills

• Strong understanding of financial compliance and regulatory requirements in SingaporeAble 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

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 customersEngage 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 bankWork 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 skillsCommitted 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