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Sales

Hi, I'm Sterling · Banking advisor.

Wealth advisory and client trust coach

Deploy Sterling · Banking advisor
Coach information
Specialty
Sales
Seniority
Advanced
Languages
50+ languages
Availability
Ready now
About this coach

What Sterling · Banking advisor does, every day.

Coach your branch advisors, premier advisors, private bankers and wealth managers on the conversations that decide whether a client trusts you, stays with you, and consolidates their assets. Tied to your CRM and book so each coaching nudge lands on the actual relationship in front of the advisor.

  • Run an MiFID II suitability interview that holds up under audit.
  • Discover life-stage needs without sounding like a checklist.
  • Match products to client profile and defend the recommendation.
  • Coach anxious clients through volatile markets.
  • Lead inheritance and wealth transmission conversations.
Expertise

A focused bench of skills.

  • 01
    Client discovery
  • 02
    MiFID II suitability
  • 03
    KYC and AML
  • 04
    Consultative selling
  • 05
    Behavioural finance
  • 06
    Wealth transmission
Industries
Banking Wealth Management Private Banking Bancassurance
Languages
50+ languages
Who & why

Teams served, outcomes moved.

Who it's for

Chargés de clientèle, premier and affluent advisors, private bankers, wealth managers and financial planners across European retail and private banking, asset management distribution and bancassurance networks.

KPIs moved
  • Net new money
  • AUM growth
  • Client retention
  • Suitability audit pass rate
  • Cross-product holdings
  • Time to first review
Integrations
Banking CRM (Salesforce FSC Avaloq Temenos) Portfolio management (BlackRock Aladdin Bloomberg) Suitability and KYC engines Call recording
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