The Role
Lead rollout of affluent banking sales playbooks and RM capability building through curriculum design, classroom and on-the-job training, on-site coaching, sales playbook implementation, KPI measurement, and iterative content updates to drive RM behavior change and service standards across branch networks and RM Hubs.
Summary Generated by Built In
ACG_3664_JOB
Our client is looking for a talented candidate to support training and coaching, including:
Training Program Design
- Design comprehensive training curriculum covering Affluent products, customer personas, advisory skills and service standards
- Develop training materials: product fact sheets, sales scripts, role-play scenarios, case studies and assessment tools
- Deliver classroom and on-the-job training sessions for branch RMs, Branch Managers, and Hub staff
- Adapt program partner playbooks into Vietnamese context and language while preserving methodology integrity
- Run train-the-trainer sessions to build internal training capability within the bank
On-Site Coaching at Branches & Hubs
- Conduct on-site coaching at pilot branches and the flagship RM Hub: shadow RM customer meetings, provide real-time feedback
- Observe daily operating rhythm execution and coach Branch Managers on performance management practices
- Lead practice clinics for advisory skills: needs analysis, product recommendation, objection handling, closing techniques
- Identify capability gaps and adjust coaching priorities based on observed performance
Sales Playbook Implementation
- Drive adoption of the RM Sales Toolkit: scripts, customer 360 templates, lead tracking, performance dashboards
- Support standardization of operating rhythm: morning huddles, opportunity reviews, coaching sessions, end-of-day debriefs
- Embed customer persona-based selling approaches into daily RM practice
- Champion the use of digital tools and CRM platforms in the sales process
- Document and share best practices from top-performing RMs across the network
Performance Measurement
- Define training KPIs and measure capability uplift before/after coaching interventions
- Track adoption metrics: toolkit usage, conversion rates, customer engagement
- Provide regular reports on training impact to Project Manager and program partners
- Iterate training content based on field feedback, business outcomes, and program evolution
- Support change management and stakeholder communication during sales model transformation
Requirements
Experience & Education
- Minimum 7-10 years in retail banking, with at least 3-5 years as a Relationship Manager or RM Team Leader
- Direct experience serving Affluent or Priority Banking customer segments (mandatory)
- Minimum 2-3 years in training, coaching, or learning & development role within banking
- Proven track record of successfully launching new sales programs or products at branch network
- Bachelor's degree in Business, Finance, Banking, or equivalent
Technical skills
- Deep knowledge of Affluent banking products: wealth management, investment products, bancassurance, premium credit cards, mortgage
- Mastery of consultative selling, needs-based selling, and relationship-based banking approaches
- Strong facilitation, presentation, and coaching skills with adult learners
- Experience designing training programs, playbooks, and competency frameworks
- Familiarity with sales performance management tools and CRM systems
- Understanding of Vietnamese affluent customer segment behaviors and preferences
Soft skills
- Exceptional interpersonal skills with strong empathy and active listening
- Inspirational communicator who can motivate and influence experienced bankers
- High emotional intelligence and ability to give difficult feedback constructively
- Resilience and patience in driving behavior change in a complex organization
- Bilingual proficiency: native Vietnamese with strong professional English (for interaction with international consulting partners)
- Willingness to travel frequently to branches across major cities in Vietnam
Nice to have
- Prior experience at a leading retail bank in Vietnam (e.g., Techcombank, VPBank, ACB, Sacombank, HSBC, Standard Chartered, UOB)
- Experience working with international consulting firms on banking transformation
- Certified trainer or coaching credentials (ICF, CIPD, ATD)
- Wealth management certifications (CFP, CWM, AFP)
- Background in private banking or wealth management for HNW customers
Benefits
- Competitive salary benchmarked to Vietnam IT/Consulting market rates
- Health insurance package for employee
- Project allowances: transportation, meals, and mobile phone
- Performance-based bonus tied to project delivery outcomes
- Direct collaboration with a top-tier global consulting firm on a large-scale banking transformation
- Career growth in Digital Banking & Affluent Banking domains
- Agile, professional, and multicultural working environment
- Training and coaching by world-class consulting experts
Contact: Gia Huy
Due to the immense number of applications, only shortlisted candidates will be contacted.
Skills Required
- 7-10 years in retail banking
- 3-5 years as a Relationship Manager or RM Team Leader
- Direct experience serving Affluent or Priority Banking customer segments
- 2-3 years in training, coaching, or learning & development within banking
- Proven track record of launching new sales programs or products at branch network
- Bachelor's degree in Business, Finance, Banking, or equivalent
- Deep knowledge of affluent banking products (wealth management, investment products, bancassurance, premium credit cards, mortgage)
- Mastery of consultative selling, needs-based selling, and relationship-based banking approaches
- Strong facilitation, presentation, and coaching skills for adult learners
- Experience designing training programs, playbooks, and competency frameworks
- Familiarity with sales performance management tools and CRM systems
- Understanding of Vietnamese affluent customer segment behaviors and preferences
- Bilingual proficiency: native Vietnamese with strong professional English
- Willingness to travel frequently to branches across major cities in Vietnam
- Prior experience at a leading retail bank in Vietnam (e.g., Techcombank, VPBank, ACB, Sacombank, HSBC, Standard Chartered, UOB)
- Experience working with international consulting firms on banking transformation
- Certified trainer or coaching credentials (ICF, CIPD, ATD)
- Wealth management certifications (CFP, CWM, AFP)
- Background in private banking or wealth management for HNW customers
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Aloha Consulting Group (ACG) is a consulting firm specializing in digital transformation, technology, marketing, investment, and financial services. Its mission is to make finding rewarding jobs easier and to be a leading firm in Southeast Asia by leveraging human elements and technology.
