All Jobs/Partnership and Preferred Banking Acquisition Head SG
CIMB
CIMB

Partnership and Preferred Banking Acquisition Head SG

Location

Singapore

Posted

1 week before

Full Job Description

Responsibilities: Strategy and Planning Plan events with partners to support one or more of the following objectives: leads generation, cvp enhancement, Existing client engagement Cross border partner engagement plan Work closely with leadership team, and cross-functional segmentation and marketing team to develop and execute a growth strategy Identify business opportunities in the region Periodic review of leads from sources (both internal and external) to identify gaps and opportunities Manage follow up on events to maximise ROI Internal partner engagement tactical/activities Maintain sales volume, incrementation AUM and wealth penetration by keeping abreast on changing trends, economic indicators, and competitors Build, scale and grow the sales team capabilities to consistently deliver high performance Determine annual unit & revenue plans by implementing campaign strategies and analyzing trends & results First line of defence for AML risks Ensure onboarding process (rao, AO, upgrade, KYC) aligns with bank's AML policies Conduct callback /video conference with clients to establish identity when required Validate screening and checks (including worldchecks and bank's required screening) On the ground compliance officer to ensure KYC writeup complies and justifies Activities management to maintain call rates Reviews call when necessary Staying updated on market Trends and opportunities to adjust criteria to leads generation (including Tactical Trends, spend patterns) Business Performance and Management Wealth Conversation: Drives wealth conversation appts for NTB Reviews handover mail to RMs for clients with wealth planning needs Drives follow up activities Review on periodic results to identify learning points Rfi/str Support: Manages bank risk by reviewing information gathered at onboarding are justifiable Ensure prompt follow up on Rfi cases Identify gaps and arrange for training to improve Business Travel: Plan business trips agenda Ensure adherence to guidelines and ROE of respective countries Obtain respective clearance prior to travel Control business trip budget with pre set limit of each category of expenses Post trip evaluation at team and individual level Set criteria for travel where required People Management Manpower management, talent acquisition, talent retention Headcount requisition and candidate onboarding process inclusive of operation matters Business continuity plan for unit Ensure integrity and work ethics when delivering business objectives Building bench strength and people development plan Comply with all internal policies, procedures, processes as well as regulatory requirements. Attend all trainings Point of contact for AML matters/queries pertaining to client onboarding Conduct regular AML training and refresher Manages audit requirement and communication with group audit for BD&A unit Propose, design and implement AML guidelines pertaining client onboarding to safeguard the bank from AML risk Identify breaches and propose corrective actions Regulatory Compliance Comply with all internal policies, procedures, processes as well as regulatory requirements. Attend all trainings Point of contact for AML matters/queries pertaining to client onboarding Conduct regular AML training and refresher Manages audit requirement and communication with group audit for BD&A unit Propose, design and implement AML guidelines pertaining client onboarding to safeguard the bank from AML risk Identify breaches and propose corrective actions Requirements: Qualifications Degree/Diploma in any discipline Professional Qualification and/or Regulatory, Licensing Requirements Relevant accreditations (M1b, M5, M6, M8, M8a, M9, M9a, HI) would be an advantage Relevant Work Experience More than 10 years of leadership experience in banking/financial industry, hands-on experiences in partnership & event management is preferred Strong people managerial expertise and has successfully led high performing teams Ability to build strong connections with partners and other sources of acquisition Project management skills with ability to juggle multiple priorities Ability to work both independently and collaborate with cross-functional teams in a fast paced environment Good written and verbal communication skills Track record of excellence, self motivated & results driven Excellent relationship management & communication skills to engage customer of all levels with assertiveness Commercial acumen - Knowledge of the market, current market trends, competitive behavior & strategy Effectively bi-lingual, ability to converse in foreign languages would be an advantage Ability to travel to regional countries for business trips when required 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

Requirements:
Qualifications
Degree/Diploma in any discipline Professional Qualification and/or Regulatory, Licensing Requirements
Relevant accreditations (M1b, M5, M6, M8, M8a, M9, M9a, HI) would be an advantage Relevant Work Experience
More than 10 years of leadership experience in banking/financial industry, hands-on experiences in partnership & event management is preferred
Strong people managerial expertise and has successfully led high performing teams
Ability to build strong connections with partners and other sources of acquisition
Project management skills with ability to juggle multiple priorities
Ability to work both independently and collaborate with cross-functional teams in a fast paced environment
Good written and verbal communication skills
Track record of excellence, self motivated & results driven
Excellent relationship management & communication skills to engage customer of all levels with assertiveness
Commercial acumen
Knowledge of the market, current market trends, competitive behavior & strategy
Effectively bi-lingual, ability to converse in foreign languages would be an advantage
Ability to travel to regional countries for business trips when required 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