Wealth Advisory Program 3.0
Building a High-Performance Team
to Drive Business Results

TGS-2024052003

Target Audience
Team Leaders of Private Bankers, Wealth Managers, Retail Bankers

Date

24 April 2026
17 July 2026
06 November 2026

Duration

9:00 AM – 6:30 PM
1 Day

CPD Hours

7.5

Funding

IBF Standards Training Scheme (IBF-STS)

Program Price

Early Bird: 10% Discount (register 1 month before the program commencement date)
Regular Fee: S$1200

Sign up now for any of the sessions. A confirmation email with the hotel venue details will be sent to you closer to your selected date.

This program delivers high performance team leadership training for team leaders of private bankers, wealth managers, and retail bankers. Participants learn how to strengthen sales coaching, apply effective people performance frameworks, and build high-performing teams that deliver sustainable business results.

Program Overview

Learning Objectives

Apply sales force effectiveness (SFE) skills to improve coaching and pipeline management
Use people performance management frameworks to optimise individual and team performance
Strengthen leadership effectiveness across hunting and farming activities
Drive measurable improvements in sales performance and business results

Program Introduction & Orientation

This program focuses on the role of the team leader in building high-performing advisory teams. Participants explore how leadership mindset, technical skills, coaching discipline, and structured performance management contribute to sustained team success in a competitive banking environment.

Frameworks & Tools

Performance Management Framework – A.C.T.O.R.

Coaching Framework – G.R.O.W

Feedback Model – S.B.I.

Trust & Goal-Setting Tools – Trust Formula & S.M.A.R.T. Goals

Practice & Application

Case studies: The Top 5 Hunting & Farming Challenges

Sales practice management through real-world scenarios

Role-play exercises on hunting and farming coaching conversations

Facilitated feedback to strengthen leadership and coaching skills

Key Value Propositions: Building a High-Performance Team

Stronger Leadership & Coaching Capability

This program supports banking leaders in applying practical leadership and performance management practices aligned with real-world sales coaching and team development expectations.

Practical Performance Frameworks

Apply proven people performance, coaching, and feedback frameworks that can be implemented immediately with advisory teams.

Sustainable Business Results

Build disciplined coaching rhythms and performance management practices that support long-term productivity and growth.

Stronger Accountability & Execution

Strengthen follow-through and accountability to ensure coaching translates into real performance outcomes.