🎁 Before you apply, rehearse this interview. Create your free WorkMundi account and get an Interview Training on HelpsYouSpeak — no cost, no card. I want my training →
Job Purpose: Sell the Bank’s investment products i.e. deposit, bancassurance, mutual fund, Structured products, Debenture and Other Investment products. Job Description: Expand and explore new Preferred Banking customers. Responsible for the sales target of Preferred Banking. Grow CIMB Preferred Banking sales product AUM, CUM, Bancassurance, new customer acquisition and products under distribution. Advice individual customer for the suitable investment product to ensure the portfolio performs as target by incorporates his/her target and risk in the plan. Build and deepen relationships with existing and new customers and update on clients' investment report. Provide professional customer service to achieve a high level of customer satisfaction and retention. Qualifications: Bachelor's Degree or Higher in related field At least 2 years experience in Banking / Insurance industries handling Upper Affluent/High Net Worth customers Investment Consultant License (IC Complex1) or IP. / Life Insurance Broker License (LIB) / Non-life Insurance Broker License (NIB) Excellent skill in client handling, communication organization, problem solving and conflict management Required Competencies and Skills: Sales and service Negotiation Skills Conflict Management skills Products Knowledges *Remark: The Bank requires the verification of criminal records prior consideration for employment to ensure secured and maintain standards of the organization. Contact: Phimlaphai Li. Mail: phimlaphat.l@cimbthai.com Mobile: 084-356-6008 . Website: www.cimbthai.com