Associate Sales Director - On-Shore Preferred Wealth Sg

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
• Comply with all internal policies, procedures, processes as well as regulatory requirements.
Attend all trainings

Regulatory Compliance

• Comply with all internal policies, procedures, processes as well as regulatory requirements.
Attend all trainings

Requirements:

Qualifications

Professional Qualification and/or Regulatory, Licensing Requirements

Relevant Work Experience

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