Head of Branch Academy, Consumer Financial Services

Job Summary:

The role involves designing and implementing a centralized coaching program aimed at enhancing the skills and business mindset of people leaders and the salesforce. The primary focus is on improving customer centricity, productivity, and professionalism. Key responsibilities include delivering leadership training for people leaders, refining salesforce capabilities in financial planning and customer engagement, and regularly updating the coaching plan to align with evolving customer needs and new product/system launches. The position also requires collaboration with stakeholders to support regional initiatives and ad hoc projects related to frontline staff competency.

Main Responsibilities:

• Design a centralized coaching plan for our people leaders and salesforce to uplift their skillset, transform their business mindset to increase customer centricity and uplift their productivity and professionalism.

• Provide a series of coaching sessions to train up our people leaders their leadership skills and competency on driving business and using different sales management techniques

• Improve our salesforces’ skill in financial planning, ability to map suitable wealth solutions, customer engagement and sales activity management

• Review the coaching plan regularly to incorporate the change of customer needs and new product/system launched 

• Work closely with different stakeholders and support regional initiatives on ad hoc projects in relation to frontline staff competency

Job Requirement:

• Degree holder or related discipline

• CFP / CFA qualification preferred        

• Minimum of 10 years on staff coaching or training experience preferred in retail banking

• Knowledgeable in wealth management and cultural change training

• Proficient in both written & spoken Chinese & English