Associate Sales Director - Off-shore Preferred Wealth SG - Geylang

Responsibilities:

• 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

• 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
• Work towards Preferred Banking’s intended goals
• Deliver client satisfaction through tailored solutions according to client objectives and service issue resolution
• Achieve service standards set by the bank

• 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

Requirements:

• Degree/Diploma in any discipline

• Possess the relevant certifications, i.e., CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9, and M9A

• At least 3 years of relevant Sales experience in Retail Banking
• This role involves business development and client engagement activities primarily in the Thailand market.
• Candidates with relevant regional experience are an added advantage

• Strong understanding of financial compliance and regulatory requirements in Singapore
• Able to work independently with minimal supervision

• 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 & patient
• Team player