Sales Director - On-Shore Preferred Wealth SG

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 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