Our team focuses on building engaging training programs and impactful experiences to help our Private Bank Advisors and Sales Managers harness the collective power of our firm. 

As an Asia - Client Skills Training & Practice Management Designer and Facilitator, you will partner closely with regularly interact with Sales Managers and Advisors in Hong Kong and Singapore. Relevant experience, a deep understanding of the client skills and practice management concepts that are key to an Advisor’s success, and interest and skill in helping professionals become more productive and trusted Advisors is paramount.

Job Responsibilities:

Development and implementation of our Private Bank Client Skills Training Strategy and Program in Asia Understand the business needs and practices of high performing Advisors and use this knowledge to build collateral for training programs  Oversee the development, facilitation, and marketing of training experiences Measure key metrics for each experience to help assess impact and communicate progress to key stakeholders Work with global partners on International Programs while ensuring regional needs are well represented and understood Manage budget, maintain strong controls in in close partnership with internal partners and in accordance with company policies and regulatory changes Scheduled periodic international travel required  

Required qualifications, capabilities and skills:

Minimum 4 years work experience; coaching certification and/or experience in Wealth Management business is desired B.A. degree in related field Experience designing, building and facilitating training programs Ability to articulate complex concepts clearly to differing audiences Ability to work with large data sets to pull trends and insights, and provide regular reporting to senior stakeholders Inclusive leadership skills with the ability to collaborate across different groups and regions