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
- 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, e.g., CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9, and M9A
Relevant Work Experience
- At least 3 years 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
Skills Required
- Degree or Diploma in any discipline
- Relevant certifications (e.g., CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9, M9A)
- At least 3 years relevant sales experience in retail banking
- Strong understanding of Singapore financial compliance and regulatory requirements
- Proven ability to acquire new-to-bank customers and manage client relationships
- Strong interpersonal, communication, negotiation, closing, writing and presentation skills
- Able to work independently with minimal supervision
- Adherence to internal policies, procedures and mandatory trainings
What We Do
CIMB Singapore is a leading universal bank operating in ASEAN's global financial gateway. Leveraging CIMB Group's extensive regional network and resources, it provides a comprehensive suite of conventional and Islamic banking solutions curated to a wide range of financial needs. The bank serves both individual and business clients, offering retail, commercial, and corporate banking services, and specializes in bridging markets across the ASEAN region.
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