Sales Director - On-Shore Preferred Wealth SG

Responsibilities:

Strategy and Planning
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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

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Degree/Diploma in any discipline
Professional Qualification and/or Regulatory, Licensing Requirements
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Possess the relevant certifications, e.g., CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9 and M9A
Relevant Work Experience
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At least 3 years of relevant sales experience in retail banking
Technical/Functional Skills
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Strong understanding of financial compliance and regulatory requirements in Singapore
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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

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Team player