Senior Sales Director - Off-shore Preferred Wealth SGJob Description
Responsibilities :
Please make an application promptly if you are a good match for this role due to high levels of interest.
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 to be current and proficient in addressing customer 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
Qualifications
Degree / Diploma in any discipline.
Professional Qualification and / or Regulatory, Licensing Requirements
- Possess the relevant certifications, i.e., CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9, and M9A.
- 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.
- Service-oriented with strong communication and interpersonal skills.
- Self-motivated, outstanding ability to sell.
- Strong writing and presentation skills, excellent negotiation, closing and follow-up skills.
- Meticulous.
- Team player.
Job Info
- Job Identification : 21522
- Posting Date : 05 / 27 / 2024, 05 : 54 AM
- Job Schedule : Full time
J-18808-Ljbffr
Senior Sales Director - Off-shore Preferred Wealth SG Singapore Posted on 05/27/2024 Be the Fir[...]
Senior Sales Director - Off-shore Preferred Wealth SG. Possess strong interpersonal and communication skills, self-motivation, outstanding ability to sell, strong writing and presentation skills, excellent negotiation, closing and follow-up skills. Posting Date: 05/27/2024, 05:54 AM. Attuned to the ...
Senior Sales Director - Off-shore Preferred Wealth SG Singapore Posted on 05/27/2024 Be the Fir[...]
Senior Sales Director - Off-shore Preferred Wealth SGJob Description. Possess strong interpersonal and communication skills, self-motivation, outstanding ability to sell, strong writing and presentation skills, excellent negotiation, closing and follow-up skills. Posting Date: 05/27/2024, 05:54 AM. ...
Primary Relationship Officer (Kaua'i) Lihue, HI, United States Posted on 01/05/2024 Be the Firs[...]
Under the direction of the Commercial Banking Center Manager, the Primary Relationship Officer (“PRO”) is the primary contact between the bank and assigned commercial clients. He/she is responsible for all aspects of the client relationship, and as needs dictate, involves other bank officers and spe...
Universal Banker (Ala Moana Branch) HI, United States Posted on 03/11/2024 Be the First to Apply
Under the supervision of the Manager, creates and delivers exceptional customer experiences by engaging clients with exceptional customer service while ensuring that engaged clients understand how digital and mobile alternatives can complete their banking transactions quickly and efficiently. Skills...
Universal Banker I (Kailua Branch) HI, United States Posted on 05/01/2024 Be the First to Apply
Under the supervision of the Manager, creates and delivers exceptional customer experiences by engaging clients with exceptional customer service while ensuring that engaged clients understand how digital and mobile alternatives can complete their banking transactions quickly and efficiently. Is res...
Director of Sales and Marketing - Royal Sonesta Kaua'i Resort
The DOSM is responsible for setting the direction for the hotel’s sales and marketing team and overseeing the successful execution of strategic and tactical plans for sales and marketing including but not limited to advertising, public relations, social media, and direct sales. Director, Corporate S...
Director Regional Sales 1 - HMIG
This position requires the incumbent to work in collaboration and communicate with HM Insurance Group (HMIG) Regional Sales Directors and the Senior Vice President of Sales to identify target producers, and then independently develop, manage, and make decisions about the producers and cases that sho...
Director of Operations
Marriott Director of Operations Waikiki, Hawaii Apply Now. Marriott offers a bonus program, comprehensive health care benefits, 401(k) plan with up to 5% company match, employee stock purchase plan at 15% discount, accrued paid time off (including sick leave where applicable), life insurance, group ...
Senior Account Executive
As a Senior Account Executive, joining our team, you'll be evaluating prospects' needs, matching needs to the right data solution and then going in for the close!. We'd like you to have 5+ years experience with Call Center Sales/Consulting, UCASS /CCASS, enterprise sales and account engagement. Acti...
Administrative Assistant for Basketball Operations (Men) (Director of Men's Basketball Operations)
Possession of a baccalaureate degree in business administration, arts and sciences, humanities, social sciences, natural sciences, education or related field and three (3) years of progressively responsible professional experience with responsibilities for program management in intercollegiate athle...