Partnership and Preferred Banking Strategic Alliance Manager SG

15 hr. ago 4 hr. ago

CIMB Partnership and Preferred Banking Strategic Alliance Manager SG

Responsibilities:

Strategy and Planning

Promote bank's suite of depository products and services to partners/introducers
Conduct KYC on introducers in accordance to bank's AML guidelines and regulations
Establish Partner's/introducer's prospect base
Provide timely and efficient follow up on all matters pertaining to partnership, including events curation
Ensure compliance and legal guidelines are adhered to with all internal policies and external regulations
Keep abreast of market trends and competitor offerings and conduct regular updates and follow-up activities for target customer groups.
To better enhance the CVP differentiation in relation to external competition.
Generate specialty events for client engagement
Curate event to access partners' client base
Garner RSVP for events
Track after event follow-up and achieve pre-set ROI on respective events

Business Performance and Management

Effective leads tracking process for all events and initiative done by Preferred Acquisition Team
RSVP process & inform relevant cross-functional teams on upcoming events in a timely manner
Gift fulfilment process for sign-up campaigns
Thorough understanding of Client Value Proposition and product offerings across industry and able to do competitive analysis
General understanding on product suites across the industry

People Management

Main point of contact for partners, and duty will include partners engagement and business development
Ability to relate the relevant ROEs in relation to partners in each countries across the region
Build and maintain long term relationship with internal & external partners is a key factor for success in this role

Regulatory Compliance

Comply with all internal policies, procedures, processes as well as regulatory requirements
Attend all trainings

Requirements:

Qualifications

Professional Qualification and/or Regulatory, Licensing Requirements

Relevant accreditations (M1B, M5, M6, M8, M8A, M9, M9A, HI) would be an advantage

Relevant Work Experience

At least 5 years relevant experience in banking/financial/hospitality industry, experiences in partnership & event management is preferred
Track record of excellence, self motivated & results driven
Proven ability to bring in own sources of acquisition
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 & patient
Team player

Skills