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
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