Responsibilities 

• Develop, organize and implement a systematic training program for wealth managers and trainees
• Co-ordinate and work with internal departments and business units to provide sales and regulatory trainings on all ranges of investment and wealth management products
• Uplift the quality of overall Training Academy and enhance its provision of services to wealth managers and clients
• Build and maintain strategic alliance with sales departments on recruiting trainees and organizing training programs in response to the training needs
• Provide CPT and CPD courses to all licensed sales persons as well as external parties
• Monitor and maintain proper training records for all the training activities delivered

• Degree holder or equivalent in any discipline, preferably in Finance, Business Administration or Economics
• Holder of SFC license regulated activity and insurance professional qualification of IIQE is required; preferably with designation of CFP or RFP
• Minimum 8 year’s relevant experience in financial or banking industries, preferably with at least 5 years’ solid training experience and 3 years’ in supervisory role
• Sound knowledge of investment and / or insurance products a definite advantage
• Strong interpersonal, communication and presentation skills
• Good command of both written and spoken English and Chinese.  Fluency in Putonghua an advantage