Responsibilities
JOB DESCRIPTION
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 customers 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&aposs standards and industry regulations.
- Work towards Preferred Bankings 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
