Assess high-net-worth clients' needs and recommend wealth, insurance, retirement and estate solutions. Conduct outreach, schedule appointments, update clients on holdings, and achieve monthly product sales targets. Ensure KYC, regulatory compliance and accurate application processing, complete required training, and maintain strong relationship management through prospecting, networking and negotiation.
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
CIMB Singapore Singapore Office
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