Independent Financial Advisory Team Lead

Responsibilities:

• Lead and support IFA to be active seller.

• Partner with IFA to meet up with customers when in need.

• Coach/train IFA for all products and soft skills.

• Monitor sales performance and prepare MIS/data for further analysis.

• Recruit new IFA.

• Coordinate with related parties to facilitate IFA sales process.

Qualifications:

• Bachelor's Degree or Higher in related field.

• Experience 10 years and above in Investment, Sales, Team management.

• Product knowledge, Communication skills, Sales driven mindset, Training/coaching, Performance coaching/tracking, Marketing/Presentation skills.

• Licensing requirements IC license, LIB, NIB.

Required Competencies and Skills:

• Communication skills

• Sales driven mindset

• Product knowledge

• Training/coaching

• Marketing/Presentation skills

• Performance coaching/tracking

• MIS/data analytical skills

• Strategic thinking

• Selling skills

*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: [email protected]

Mobile: 084-356-6008, 02-626-7989

Website: www.cimbthai.com