Associate Business Director - On-shore Preferred Wealth SG

• Mentoring the Team in areas of Sales, Processes and Compliance Regulations.
• The team lead shall also possess leadership qualities to lead and guide and act as a role model to the rest of his team mates.
• The Team Lead will also serve as a coach to the new hires for product knowledge and guidance on documentations and processes.
• 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.

• 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.

• 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.

• Degree/Diploma in any discipline

• Possess the relevant certifications, e.g., CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9 and M9A

• At least 3 years of relevant Sales experience in Retail Banking

• 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
• Meticulous
• Approachable, helpful, and patient
• Team player

CIMB