Job Details

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 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 dispense 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 to 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.

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.

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.