Acquire and manage wealth banking customers, generate referrals, achieve sales targets for wealth management, treasury, and insurance products, provide compliant financial advice, resolve service issues, and maintain strong client relationships. The role requires regulatory compliance, customer acquisition, relationship management, and effective negotiation, presentation, and closing skills.
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 of 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
CIMB Singapore Singapore Office
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Acquire new-to-bank wealth customers, generate referrals, manage existing client relationships, and achieve sales targets for wealth management, treasury, and insurance products. Provide compliant, customized financial advice, resolve service issues, maintain client satisfaction, and support Preferred Banking goals. The role requires strong sales, negotiation, communication, presentation, and relationship-management skills, along with adherence to Singapore financial regulations and relevant banking certifications.
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