Total 3 sales representative job vacancies in Finance / Banking / Insurance category in Singapore

Responsibilities:

Strategy and Planning

• Responsible for managing overall profitability of respective product line.
• Management of overall product strategy. Identify key product trends and work with both internal and external parties to establish product ideas and generation.

Business Performance and Management

• Assisting with ad-hoc department projects, client seminars and monthly investment meetings.
• Any other responsibilities/tasks as assigned by the Management from time to time.

People Management

• Key contact point between external partners and primary gatekeeper to assess product viability.

Regulatory Compliance

• Ensure proper Due Diligence on Investments and Bancassurance products prior to product launch, and proper updates and documentation of the department's policies & procedures.

Requirements:

Qualifications

• Bachelor's Degree

Professional Qualification and/or Regulatory, Licensing Requirements  

• CMFAS 1B, 5, 6, 6A, 8, 8A, 9, 9A, BCP, HI, and PGI

Relevant Work Experience

• Minimally, 3-4 years of Banking experience

Technical/Functional Skills

• Knowledge of financial markets
• Basic accounting & financial modelling (for business cases)

Key Responsibilities: 

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 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 customized 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:

• Min Degree/Diploma in any discipline 
• Possess the relevant certifications e.g. CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9 and M9A
• At least 3 years relevant sales experience in retail banking
• 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-motivation, outstanding ability to sell.
• Strong writing and presentation skills, excellent negotiation, closing and follow-up skills 
• Meticulous
• Approachable, helpful & patient
• Team player

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 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 customized 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: 

• Degree/Diploma in any discipline 
• Possess the relevant certifications e.g. CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9 and M9A
• At least 3 years relevant sales experience in retail banking
• 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-motivation, outstanding ability to sell.
• Strong writing and presentation skills, excellent negotiation, closing and follow-up skills
• Meticulous
• Approachable, helpful & patient
• Team player