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Senior Investment Product Trainer

Hudson Singapore, EA Licence No: 18S9265
Singapore, Singapore
Closing date
Mar 7, 2024

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Job Overview:

My client is currently seeking a proficient Investment Product Trainer to join their esteemed team. The incumbent will play a pivotal role in designing and executing comprehensive training programs aimed at equipping the Relationship Managers with an in-depth understanding of various investment products, including Funds, Bonds, and Foreign Exchange (FX). In addition to product training, the role will encompass delivering portfolio review and portfolio allocation training to enhance the advisory capabilities of the Relationship Managers.

Key Responsibilities:
  • Develop and implement robust training materials and curricula covering a broad spectrum of investment products, tailored to the specific needs and skill levels of Relationship Managers.
  • Conduct engaging and interactive training sessions using diverse mediums, including in-person workshops, virtual sessions, and online platforms, to ensure optimal learning outcomes.
  • Stay abreast of industry trends, regulatory updates, and market developments pertinent to investment products, integrating relevant information into training modules.
  • Assess the effectiveness of training programs through regular evaluations and feedback mechanisms, making necessary adjustments to enhance learning experiences.
  • Provide ongoing guidance and support to Relationship Managers, addressing queries, clarifying concepts, and assisting in resolving complex client scenarios.
  • Collaborate closely with internal stakeholders, including Product Managers and Compliance Officers, to ensure that training materials and programs adhere to regulatory standards and align with organizational objectives.
  • Deliver specialized training on portfolio review techniques, emphasizing critical analysis of investment performance, risk assessment, and client suitability.
  • Conduct training sessions on portfolio allocation strategies, emphasizing the importance of aligning investment decisions with client objectives, risk tolerance, and market dynamics.

  • Bachelor's degree in Finance, Economics, or a related field. Advanced degree or professional certifications (e.g., CFA, CFP) preferred.
  • Minimum 10 years of experience in the financial services industry, with a focus on investment products such as Funds, Bonds, and FX.
  • Proven track record in designing and delivering training programs, preferably within a banking or wealth management context.
  • Sound understanding of investment principles, asset classes, and market dynamics, with the ability to translate complex concepts into digestible content for training purposes.
  • Exceptional communication and presentation skills, with a knack for delivering information in a clear, concise, and engaging manner.
  • Analytical acumen with a keen eye for detail, enabling effective evaluation of investment portfolios and formulation of strategic recommendations.
  • Ability to work both independently and collaboratively within a dynamic team environment.
  • Flexibility to adapt to evolving business needs and market conditions.

Hudson Global Resources (Singapore) Pte Ltd

EA Licence Number: 23C2056

EA Personnel Registration ID: R1660951

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