The Role
Designs and delivers training programs for affluent banking relationship managers, branch managers, and hub staff. Provides on-site coaching, develops sales playbooks, facilitates advisory-skills clinics, and supports train-the-trainer programs. Measures training effectiveness, tracks toolkit and sales adoption, reports performance outcomes, and adjusts content based on field feedback. The role also supports change management during a banking sales-model transformation and requires frequent travel across Vietnam.
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 of experience in retail banking
- 3-5 years of experience as a Relationship Manager or RM Team Leader
- Direct experience serving Affluent or Priority Banking customer segments
- 2-3 years of experience in training, coaching, or learning and development within banking
- Experience launching new sales programs or products across a branch network
- Bachelor's degree in Business, Finance, Banking, or equivalent
- Knowledge of affluent banking products, including wealth management, investments, bancassurance, premium credit cards, and mortgages
- Mastery of consultative, needs-based, and relationship-based selling
- Training design, facilitation, presentation, and adult-learning coaching skills
- Experience designing training programs, playbooks, and competency frameworks
- Familiarity with sales performance management tools and CRM systems
- Understanding of Vietnamese affluent customer behaviors and preferences
- Native Vietnamese proficiency and strong professional English
- Willingness to travel frequently to branches across major cities in Vietnam
- Experience at a leading retail bank in Vietnam
- Experience working with international consulting firms on banking transformation
- Certified trainer or coaching credentials such as ICF, CIPD, or ATD
- Wealth management certification such as CFP, CWM, or AFP
- Private banking or wealth management experience with high-net-worth customers
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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.
