Associate Sales Director - On-shore Preferred Wealth SG
This role at CIMB Singapore involves acquiring new banking customers and managing existing relationships within the wealth management sector. The successful candidate will provide customized financial solutions, treasury products, and insurance advice while ensuring strict adherence to Singaporean banking regulations. The position requires a minimum of 3 years of retail banking sales experience and relevant industry certifications. The focus is on driving business growth and delivering high service standards as an ambassador of CIMB Preferred.
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Experience
3+ years
Function
Sales
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
This role at CIMB Singapore involves acquiring new banking customers and managing existing relationships within the wealth management sector. The successful candidate will provide customized financial solutions, treasury products, and insurance advice while ensuring strict adherence to Singaporean banking regulations. The position requires a minimum of 3 years of retail banking sales experience and relevant industry certifications. The focus is on driving business growth and delivering high service standards as an ambassador of CIMB Preferred.
TAL's take
Solid role within a recognized regional bank with clearly defined sales and compliance responsibilities.
The JD clearly defines the sales-driven nature of the role and the necessary regulatory certifications required for wealth management in Singapore.
Must haves
- At least 3 years of relevant sales experience in retail banking
- Degree or Diploma in any discipline
- Possess relevant certifications like CLI, CGI, HI, M1B, M5, M6, M6A, M8, M8A, M9, M9A
- Strong understanding of financial compliance and regulatory requirements in Singapore
Tools and skills
About the company
Regional banking institution with significant operations in Southeast Asia.