Sr. Associate, Specialist, Sales Coach, Treasures, Consumer Banking Group
Core
Coach and mentor Relationship Managers to enhance wealth management advisory skills, customer engagement, and sales productivity within the consumer banking sector.
Role type
Senior Sales Coach / Specialist
Builds
Sales training programs, role-plays, workshops, and coaching tools aligned with Treasures' business goals and wealth strategies.
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management advisory, sales coaching, performance data analysis, regulatory compliance, product strategy translation, stakeholder engagement
Preferred skills
Professional certifications in financial planning or wealth management
Technologies
Sales performance data tools, KPI dashboards
Responsibilities
Conduct joint client meetings to provide on-the-job coaching; Design and deliver sales training programs; Analyze sales performance data to identify skill gaps; Ensure sales activities align with regulatory requirements; Collaborate with product teams to translate strategies into actionable sales pitches.
Seniority
Senior, hands-on IC