Sloan Wilkins

About Sloan

With over 30 years’ experience in banking, wealth management and executive financial coaching, Sloan Wilkins specialises in training and developing both individuals and high-performing teams.

Sloan empowers teams to work collaboratively as they embrace a customer-centric culture and growth mindset.

His skill in translating complex concepts into practical steps enables organisations to boost team engagement, satisfaction, and performance.

Core Capabilities

Skilled in coaching, training, and team education
Expertise in team management, leadership, and strategic advice
Proficient in compliance, risk management, and business strategy execution
Experienced in designing and delivering corporate financial wellness programs

Qualifications

Master of Business Administration (Executive)
Graduate Certificate in Business Administration
Advanced Diploma of Financial Services (Financial Planning)
Financial Coach Master Training

Key Experience

Leadership of teams in highly regulated environments
Embedding strong compliance and customer-centric cultures inside high-performing teams
Track record of contribution at Executive and Board levels
Development and implementation of relevant education and change programs for individuals and corporate customers
Supportive leadership of teams through internal change efforts, to ensure ongoing performance and delivery of core services to customers
Design and delivery of strategic projects and growth initiatives

Key Customer Experience

Corporate organisations:

Developing a customer-centric culture
Aligning everyday activities with company Values
Enabling performance - clear, capable, and motivated

All Sectors:

Elevating team performance via coaching conversations
Managing challenging behaviours
Specialist and keynote presentations
Authentic leadership
Needs-based sales engagement

Small Business:

Supporting effective entrepreneurship and planning
Team sales and service focus
Professional development to drive customer service.