Business Director - On-shore Preferred Wealth SG

Responsibilities:

Strategy and Planning

Assist Senior Business Manager in 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.

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.
• 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 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 relevant sales management 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