Sales Director , Off-shore Preferred Wealth

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 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 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 Degree/Diploma in any discipline Professional Qualification and/or Regulatory, Licensing Requirements Possess the relevant certifications, i.e., 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 & patient Team player J-18808-Ljbffr

Location: Singapore, SG

Posted Date: 5/1/2025