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Associate Sales Director - On-shore Preferred Wealth SG
CIMB Singapore · Singapore
About The Role
- Responsible for meeting sales targets through generating revenue on designated customer base • Provide sound investment advice and deliver high customer service standards to Preferred customers • Acquisition of new to Preferred clients through business development network and contacts • Grow, manage and preserve clients’ wealth to ensure customers meet their financial objectives with tailored financial solutions • Establish and strengthen long-term relationships with customers through dedicated services • Cross sell of banking products and services while meeting clients’ financial goals • Strong follow up skills and initiatives to ensure all time sensitive transactions are executed in a timely and accurate fashion • Good grasp of internal processes, procedures, documentation, fees and related terms and conditions of products and services offered by the bank
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