AM Wealth Academy Team Lead

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HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of AM Wealth Academy Team Lead

Business: Intl Wealth & Premier Banking

Principal responsibilities

The successful candidate will form part of the AM Global Internal Wholesales team, supporting the Sales and Distribution team on all aspects of designing, organizing and managing the insurance training curriculum and content for HSBC AM providing to the wider IWPB team.

The role holder will be responsible for the following:

• Strategy, Vision & Planning: Develop creative and engaging strategies for delivering investment content including new channels / formats of delivery (such as through social media channels / influencer community etc). Responsible for timely delivery of training modules as part of the AM Wealth academy curriculum 
• Lead and Inspire: Drive the vision and strategy of the AM Academy, fostering a culture of creativity and innovation within the team. Provide strong leadership and direction to your team, ensuring alignment with organizational goals.
• Team Management: Oversee the performance and development of Academy Managers, providing mentorship and coaching to enhance their skills and capabilities. Create an environment that encourages collaboration, creativity, and professional growth.
• Design and Develop: Oversee the creation of tailored Wealth and Investment learning content that aligns with IWPB training requirements and AM commercial priorities. Encourage the use of multimedia and innovative approaches to enhance learning experiences.
• Deliver: Ensure the effective implementation of training sessions and workshops that meet the needs of our clients and customers.
• Evaluate: Monitor and assess the effectiveness of learning initiatives through feedback and performance metrics, adjusting as necessary. Analysis to help understand what works and what doesn't, including leveraging AI/tools to support analysis / data Provide advice on the content of customer or internal stakeholder learning and development events. Conduct market assessments of other training, coaching and other learning events across competitors
• Senior Stakeholder Management: Collaborate with senior stakeholders across the business to align learning initiatives with strategic objectives and market needs. Build strong relationships with key stakeholders to ensure their support and engagement in the Academy's initiatives.
• Work with Learning and Development to oversee the AM training agenda and delivery of agreed Investment learning content to relevant frontline sales channels
• Market Research: Stay informed about industry trends and best practices in learning and development, identifying opportunities for innovation and improvement.
• Support with campaign / product training requirements to bring commercial outcomes into training content. Accredit and enhancing AM growth for all channels on business training, case sharing and system highlight through professional training events

• Post Graduation / MBA or equivalent from a reputed institute; investment certifications preferred.
• 8+ years in the Asset Management and Capital Markets industry, with at least 5 years in Sales Management, coaching, and distribution support
• Experience working in a global, matrix organisation especially to support commercial activities for Distributors/Platform/Institutional clients.
• Strong understanding of financial markets, macroeconomic environments, and investment products, including their roles in Asset and Wealth Management.
• Proven leadership abilities to inspire and motivate teams while making informed commercial-focused decisions. Ability to lead and guide the team to prioritise to an ever changing environment.
• Strong analytical skills with the ability to distill complex data into actionable insights. Ability to distill complex and varied data into information; good process analysis and problem solving skills. Excellent written, verbal, and presentation skills, including advanced PowerPoint proficiency.
• Experience in stakeholder management, particularly with C-suite and Executive level leadership teams. Ability to prioritise and manage business tasks/projects. Customer driven with demonstrated commitment to improving customer experience and delivering excellent customer outcomes
• Planning and organisational skills in order to manage the unexpected as well as anticipated issues or events, so that success can still be achieved. Outstanding written and verbal communication skills, enabling productive dialogue with internal and external customers. Experience in training delivery and ability to adapt delivery style to audience.
• Relevant investment qualifications such as CFA, CIPM, or ESG certification. Knowledge of asset management models through funds and mandates. Understanding of learning principles and best practices in training and development. Experience in designing and delivering training programs across various formats (in-person, online). Proficiency in additional languages is a plus.

You'll achieve more at HSBC

HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role."

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