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Wealth Management Training Specialist
2 weeks ago
We are seeking a skilled and experienced professional to join our team as a Product Trainer – Wealth Products. The ideal candidate will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services tailored for High Net-Worth Individuals (HNIs) and institutional clients.
- Deliver in-depth training sessions to new Relationship Managers (RMs), enabling them to become profit centers quickly while ensuring they have the knowledge, tools, and certifications required to serve HNIs and institutional clients effectively.
- Provide continuous support and guidance to RMs, helping them integrate smoothly into their roles and understand product offerings.
- Monitor and follow up on RMs' progress, ensuring they achieve business objectives and become profit centers in the shortest possible time.
The successful candidate will have prior experience in wealth management, financial products, or similar domains and possess strong communication, presentation, and interpersonal skills. They should also be able to simplify complex financial products and tailor messaging for diverse audiences.
Required Skills and Qualifications- Proven experience in wealth management, financial products, or similar domains.
- Prior experience in training, coaching, or mentoring teams is highly desirable.
- Strong understanding of HNI and institutional client needs and relationship-building strategies.
- Excellent communication, presentation, and interpersonal skills.
- Ability to simplify complex financial products and tailor messaging for diverse audiences.
- Familiarity with certification requirements and compliance standards within the wealth management industry.
The successful candidate will have the opportunity to work with a dynamic and committed team of professionals who are passionate about developing others. They will also have the chance to make a significant impact on the success of our customers and business partners.
OthersThis role requires a self-motivated, result-oriented, and passionate individual who is dedicated to developing others. If you have a proven track record of success in wealth management and are looking for a challenging and rewarding role, we encourage you to apply.
