Wealth Management Coaching Lead

DBS Bank (Indonesia); Jakarta Pusat; On-site; IDR 180,000,000 - 360,000,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Wealth management

Sales coaching

Data analysis

Communication skills

Education

Bachelor's degree

Job description

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