Senior Sales Director - Off-shore Preferred Wealth SG at CIMB Singapore

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

23 Sep, 26

Salary

0.0

Posted On

25 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Customer Acquisition, Financial Advice, Treasury Products, Insurance Sales, Relationship Management, Negotiation, Closing Skills, Financial Compliance, Presentation Skills, Business Development, Client Satisfaction

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 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

Responsible for acquiring new-to-bank customers and managing existing relationships to achieve sales targets for wealth management and treasury products. The role involves providing customized financial solutions and ensuring high service standards for Preferred Banking clients.