Sr. Associate, Specialist, Sales Coach, Treasures, Consumer Banking Group

DBS Bank (Indonesia); Jakarta Pusat; Sur place; IDR 180 000 000 - 360 000 000; Plein temps

Résumé du poste

DBS Bank (Indonesia) is seeking an experienced Wealth Management Coaching professional to lead coaching for Relationship Managers, deliver training, and translate product strategies into effective sales pitches and coaching tools. The role focuses on enhancing advisory skills and ensuring regulatory compliance within a wealth management context.

You will design workshops, analyze performance data, and collaborate with product/segment teams to drive sales productivity in a dynamic banking

Qualifications

• Proven experience in wealth management or financial planning.
• Strong coaching and motivational abilities to lead sales teams.
• Certification in financial planning or wealth management.

Responsabilités

• Coach Relationship Managers to enhance advisory skills and sales productivity.
• Conduct joint client meetings for on-the-job coaching.
• Design and deliver wealth training programs and workshops.
• Analyze sales performance data to identify gaps and guide coaching.
• Ensure compliance with regulatory standards.
• Collaborate with product and segment teams to translate strategies into pitches and tools.

Connaissances

Wealth management

Sales coaching

Data analysis

Communication skills

Formation

Bachelor's degree

Description du poste

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.ResponsibilitiesCoach and mentor Relationship Managers to enhance wealth management advisory skills, customer engagement, and sales productivity.Conduct joint client meetings to provide on-the-job coaching, observe sales techniques, and ensure high-quality advisory standards.Design and deliver sales training programs, role-plays, and workshops aligned with Treasures' business goals and wealth strategies.Analyze sales performance data and key performance indicators to identify skill gaps and implement targeted coaching interventions.Ensure all sales activities, coaching practices, and advisory processes align with regulatory requirements and internal compliance standards.Collaborate with product and segment teams to translate product strategies into actionable sales pitches and coaching tools.RequirementsProven experience in wealth management, financial planning, or sales coaching within the consumer banking sector.Deep understanding of wealth management products, including investments, insurance, and treasury solutions.Demonstrated ability to coach, influence, and motivate sales professionals to achieve performance targets.Strong communication, presentation, and interpersonal skills to facilitate training and build rapport with stakeholders.Relevant professional certifications in financial planning or wealth management.Strong analytical skills with the ability to interpret sales data and performance metrics to drive coaching strategies.Bachelor's degree or equivalent professional qualification.Apply NowWe offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.Location:Capital Place BranchJob:Product SupportSchedule:RegularEmployee Status:Full time