Squad Member, Wealth Advisors Competency Coe

1 week ago

Singapore Maybank Full time

**JOB DETAILS**

**Job Type**
- Permanent

**Position Level**
- Manager

**Qualification**
- Degree

**Discipline**
- Economics

**Specialization**
- Wealth Management

**Sector**
- Group Community Financial Services

**Experience**
- 3 - 5 years

**Salary**
- Undisclosed

**JOB DESCRIPTION**
- Drive Wealth Advisor Competency growth through strategic planning, goal setting and performance management in collaboration with Segment Leaders - Coordinate development and implementation of WA Training Programmes in coordination with local WM Learning & Development and Maybank Academy - Provide coaching, guidance & support to local WM in introducing WA competency standards in the region - Work closely with other SP13A COEs to identify initiatives that require WAC COE assistance to ensure training and on-the-job support is factored in roll-out planning - Lead or contribute to high-impact “Quick Win” projects that advance the overall goal - Gather, analyze, and interpret quantitative and qualitative data on WA performance and Customer satisfaction levels to support decision making and prioritisation - Collaborate with local WM on regular performance reviews and develop analytics to assess WA competency levels, provide feedback, and identify areas for improvement - Collaborate with Customer Insights to analyse customer feedback and draw actionable insights immediate remediation and/or refinement of WAC goals - Support ad-hoc analysis for executive decision-making

**JOB RESPONSIBILITIES**
- Foster a culture of collaboration, innovation, Agile mindset, and exceptional client service - Partner with internal stakeholders to leverage resources, expertise, and best practices. - Facilitate workshops or meetings to gather insights and drive strategic alignment - Stay current with industry trends, regulatory requirements, and market developments of MY, SG & ID

**JOB SKILLS**

**1)**All-confirmed-and-permanent-staff-in-grade-Band-H2-to-Band-G-who-have-served-a-minimum-of-2-years-in-the-current-role-are-eligible-to-apply-for-this-position.

**JOB REQUIREMENTS**
- Education: Bachelor’s degree in Business, Economics, Finance, or STEM-related field Experience: 3 years in Strategy, Transformation, Strategic Initiatives, Business Planning or Analytics Technical Skills: Proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau, Power BI) a plus Familiarity with financial modelling and data analysis Soft Skills: Strong analytical, problem-solving, and critical-thinking abilities Excellent communication (written and verbal) and presentation skills Ability to work independently and collaborate across teams

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