Associate Sales Director - On-shore Preferred Wealth SG

Responsibilities JOB DESCRIPTION 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 - Comply with all internal policies, procedures, processes as well as regulatory requirements. - Attend all trainings 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

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