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As a seasoned Product Trainer, you will be responsible for empowering new Relationship Managers (RMs) to drive business growth and success. This is an exceptional opportunity to leverage your expertise in wealth management and share it with others.
Key Responsibilities:- Develop and deliver comprehensive training programs on wealth management products, solutions, and services tailored for High Net-Worth Individuals (HNIs) and institutional clients.
- Provide guidance and coaching to RMs to ensure seamless integration into their roles and equip them with the necessary skills to excel.
- Monitor progress, identify areas of improvement, and implement targeted interventions to optimize results.
- Assist RMs in preparing for relevant industry certifications and compliance requirements, offering resources and support for successful completion.
- Enhance RMs' pitching techniques and client engagement strategies through training, focusing on relationship building, trust, and value-based selling to HNIs and institutional clients.
- Proven experience in wealth management or a related field.
- Strong understanding of HNI and institutional client needs, including relationship-building strategies and market trends.
- Excellent communication, presentation, and interpersonal skills, with the ability to adapt to diverse audiences.
- Ability to simplify complex financial concepts and tailor messaging for optimal impact.
- Self-motivated, result-oriented, and passionate about developing others and driving business growth.
This role requires a unique blend of technical knowledge, interpersonal skills, and strategic thinking. If you are a motivated and experienced trainer looking to make a meaningful impact, this could be the ideal opportunity for you.
