Job Description, Responsibilities & Requirements
About the Position
Training Executive (Financial Advisory)
About the Company
Our client is a prominent financial advisory firm in Singapore, backed by a well-established international insurance group. The organization provides a comprehensive suite of wealth management, investment, and life insurance solutions to individual and corporate clients. They operate with a strict emphasis on regulatory compliance, structured professional development, and high standards of business conduct across their distribution networks. The internal culture focuses on collaborative growth, continuous learning, and maintaining robust advisory standards.
Responsibilities
- Training Delivery: Facilitating foundation training modules, onboarding briefings, and essential technical sessions for new and existing financial representatives.
- Content Maintenance: Reviewing and updating educational slide decks, resources, and digital training content to align with shifting market conditions and compliance guidelines.
- Training Administration: Managing the Learning Management System to monitor course attendance, evaluate programme completion, and track Continuing Professional Development hours.
- Logistical Coordination: Coordinating the end-to-end logistics for learning events, including venue bookings, materials preparation, and scheduling.
- Stakeholder Collaboration: Liaising with compliance, business development, and external insurers to distribute updated training schedules and ensure compliance-aligned communications.
Requirements
- Education: Diploma or degree qualification in any discipline.
- Experience: Experience in training facilitation, corporate coordination, or human resources administration, preferably within the financial services or insurance industry.
- Regulatory Knowledge: Familiarity with financial sector terminology or industry guidelines such as the Financial Advisers Act.
- Technical Proficiency: Experience with Microsoft Office applications, Zoom, Microsoft Teams, and Learning Management Systems.
- Communication Skills: Effective communication skills for presenting training materials and managing cross-departmental coordination.
We Offer
- Opportunity to work with a prominent financial advisory firm in Singapore.
- Collaborative and supportive work environment.
- Professional growth and development opportunities.
About the Manager/Team
You will join a dedicated training department that values collaboration, operational precision, and knowledge sharing. Reporting directly to the Department Head, you will work alongside experienced compliance and training specialists in a supportive environment. The team is highly focused on delivering high-quality learning solutions and maintaining robust advisory standards across the organisation.
Application Process
To apply online, please use the 'apply' function. Alternatively, you may contact Hazel at +65 9388 4683. (EA: 94C3609/ R25158773)