Principal Relationship Manager - Singapore - CIMB Singapore

    CIMB Singapore
    CIMB Singapore Singapore

    6 hours ago

    Banking / Loans
    Description
    Responsibilities

    JOB DESCRIPTION

    Business Performance and Management
    • To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
    • Design and recommend wealth solution to meet the objectives of the customers.
    • Take initiative to plan and organize daily schedule for various sales generating activities.
    • Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them.
    • To regularly update their clients on their holdings and investment performance.
    • Achieve monthly sales target for various banking products with consistency.
    • Fulfill training requirements which are set by the organization.
    • Ensure completeness and accuracy in application process to minimize reworks.

    Regulatory Compliance
    • Ensure compliance with Group Policy and Standards and procedures of the Bank.
    • Ensure sales process is met and follow throughout and maintain BSC grading of A/B.
    • Ensure proper screening and gathering of customer information to satisfy KYC procedure.

    Requirements

    Qualifications
    • Degree or Diploma with a local institution

    Professional Qualification and/or Regulatory, Licensing Requirements
    • M5, M6, M6A, M8, M9, M8A, M9A, M1B, and HI

    Relevant Work Experience
    • Minimum 3 years of Wealth sales experience

    Competencies/Skills
    • Networking
    • Prospecting
    • Negotiation
    • Self-starter
    • Good articulation
    • Well versed in Insurance and Investments

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