Senior Training Lead/ Head of Training

You will collaborate closely with senior leadership, wealth management team, sales team, investment division, operation, institutional partners and other key stakeholders to align training strategies with the company’s overall business goals. The role requires a strong understanding of the wealth management industry, including investment products, financial planning, client relationship management, and regulatory frameworks.

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES**:

- ** Training Strategy and Execution**:

- Develop and implement a comprehensive training strategy to ensure all wealth management professionals are highly skilled and meet organizational standards.
- Oversee the creation and delivery of technical and soft skills training, including financial products (key are OEFs, ETF funds), sales techniques, customer relationship management, and compliance requirements.
- Identify key knowledge gaps and create targeted training programs to address these needs.
- Monitor industry trends and integrate relevant updates into training materials to ensure content remains cutting-edge and aligned with market developments.
- ** Leadership and Team Development**:

- Lead a team of training professionals, fostering a culture of continuous learning and professional growth.
- Provide mentorship and guidance to team members, supporting their career development and ensuring high-quality execution of training programs.
- Conduct regular performance evaluations, offering constructive feedback and identifying areas for improvement within the training department.
- ** Stakeholder Collaboration**:

- Work closely with the leadership team, institutional partners, senior wealth managers, and HR to ensure alignment between training initiatives and organizational objectives.
- Collaborate with internal business units to develop tailored training programs that address the unique needs of different teams (e.g., client relationship managers, financial advisors etc.).
- Act as the main point of contact for training-related matters, ensuring clear communication across departments.
- ** Training Delivery and Methodology**:

- To design and delivery of a blended learning curriculum that includes in-person, virtual, and on-demand formats.
- Implement best practices in adult learning and instructional design to enhance the effectiveness of training programs.
- Monitor the effectiveness of training programs through feedback mechanisms, assessments, and performance metrics, continuously improving content and delivery methods.
- Ensure that all wealth management training programs comply with local regulations, industry standards, and corporate governance policies.
- Keep up-to-date with regulatory changes in the wealth management sector and integrate relevant updates into training materials.
- ** Performance Measurement**:

- Establish key performance indicators (KPIs) to measure the success of training programs.
- Analyze training data, providing actionable insights to senior management on training return on investment and areas for improvement.
- Drive a results-oriented approach, ensuring that training efforts directly contribute to the achievement of business objectives and client satisfaction.

**QUALIFICATIONS**:
**Education & Experience**:

- Bachelor’s degree in Finance, Banking, Business Administration, or a related field (Master’s degree or professional certifications such as CFA, CFP, or similar preferred).
- Minimum of 8-10 years of experience in training development, business development, with at least 5 years in a manager role within the Banking, Finance, Consultant, Wealth management, Securities management or Asset management industry.
- Deep understanding of wealth management products, financial planning, and client relationship management.
- Strong familiarity with financial regulations and compliance standards in securities/ asset management.

**Skills and Competencies**:

- ** Management skill**: Proven ability to manage and motivate a team, fostering a culture of continuous learning and professional development.
- ** Instructional Design**: Experience in designing, developing, and delivering training programs, using a variety of instructional methods (in-person, e-learning, blended learning).
- ** Strategic Thinking**: Ability to align training initiatives with broader business goals and respond to market changes and client needs.
- ** Stakeholder Management**: Exceptional communication and interpersonal skills with the ability to collaborate across functions and influence key stakeholders.
- ** Analytical Mindset**: Strong analytical skills to assess training effectiveness, identify gaps, and continuously improve the training process.

**Other Requirements**:

- Strong presentation skills and ability to engage senior leaders, institutional partners and other stakeholders.
- Highly organized, detail-oriented, and able to work in a fast-paced environment.
- Demonstrated passion for learning and developing others in t