CIMB
Senior Business Director - Off-shore Preferred Wealth SG
Location
Singapore
Posted
2 days before
About This Role
Senior Business Director for Offshore Preferred Wealth SG is a high-level role requiring 5+ years of banking sales experience, strong regulatory compliance knowledge, and the ability to lead a team while managing relationships and achieving cross-border revenue targets.
Responsibilities
- Develop offshore client base through strategic business development and referrals.
- Implement cross-border referral plans to meet revenue targets for offshore preferred segment sales.
- Assist in all sales marketing initiatives and provide timely feedback on performance, disciplinary issues, and compliance.
- Identify fraudulent risks and operational threats affecting bank smooth operation.
- Ensure regulatory compliance by training, due diligence, and adhering to internal policies and regulations.
- Lead recruitment of relationship managers (RMs) and manage attrition while enhancing their capabilities.
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, personal soft competencies (customer service, people management, leadership), and excellent English command.
- Relevant certifications including CLI, CGI, HI, M1B-M9A.
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