CIMB
Senior Business Director - On-shore Preferred Wealth SG
Location
Singapore
Posted
2 days before
About This Role
Senior Business Director on-shore preferred wealth SG is a key role requiring 5+ years of banking sales experience, strong regulatory compliance knowledge, and the ability to lead relationship managers while delivering RM targets.
Responsibilities
- Develop cross-border referral plans to increase offshore client base and revenue.
- Assist in sales marketing initiatives for the onshore preferred segment.
- Provide timely feedback to management regarding sales performance and disciplinary issues.
- Identify fraudulent or operational risks affecting bank smooth operation.
- Ensure all regulatory compliance and due diligence for clients are adhered to.
- Lead by setting an example in recruitment, management of relationship managers (RMs), and motivating them.
Requirements
- Degree in any discipline with Professional Qualification and/or Regulatory, Licensing Requirements.
- At least 5 years of banking sales experience.
- Strong understanding of financial market and investment products.
- Strong understanding of financial compliance and regulatory requirements.
- Problem solving, organizational skills, and personal soft competencies including excellent customer service.
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