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Jobs in Singapore   »   Jobs in Singapore   »   Finance / Banking / Insurance Job   »   Relationship Manager - Wealth Advisory SG
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Relationship Manager - Wealth Advisory SG

CIMB Bank Berhad

Responsibilities:

 

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 holder

 

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
  • Excellent articulation 
  • Well versed in Insurance and Investments
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