cial intermediary training programs and define a plan to complement and evolve the existing courses, building and delivering product-agnostic investment management and practice management training programs.
Establish relationships with the EACG Capital Learning team and the NACG Practice Management team as well as the EACG Business Management team to understand the CG global training content, identifying opportunities to leverage and localize contents and experience for the Asia Pacific market.
Conduct training sessions (workshops) for our financial intermediary clients such as banks, IFA-networks and insurance agents on investment management and practice management topics in the Asia Pacific region when needed.
Independently and in partnership with sales, asset class services and marketing, create local market-specific training contents that fit the needs of various types of financial intermediaries. This includes building training programs based on and contents for banks, IFA networks and insurance agents based on direct input from the clients, sales teams and EACG and NACG teams.
Directly work with and engage with our clients to help address their training needs through product-agnostic investment and practice management programs and help improve interactions with investors that align with our philosophy.
I nstitutio n
Work with the institutional team to build and coordinate tailored client training programs for select key clients (i.e., Platinum clients) like for example sovereign wealth funds. This includes determining appropriate content and presenters and building and coordinating programs.
Collaborate with relationship managers, investment directors and marketing to identify opportunities for improving the training EACG can offer to institutional clients.
Define an ongoing feedback loop with clients to ensure their views are included in the continuous improvement of our training programs.
Strategic partnership and global collaboration
Support Head of Capital Learning for Europe and Asia to plan strategies on how to drive Asia's sales growth through leveraging CG's accumulated knowledge and expertise of existing intermediary sales support model in abroad.
Collaborate with CG's internal stakeholders to establish a digital content delivery platform (digital classroom, webinar, videos and podcasts).
Experience and qualifications:
Experience in teaching and coaching others, ideally within the financial industry.
Fluency in English , Cantonese and Mandarin (spoken and written, business to native level).
Credibility with internal and external stakeholders and the ability to work with others.
Competency in computer and database skills like Word, Excel, and specifically PowerPoint.
Flexibility to travel frequently in the Asia Pacific region where required.
University degree preferred with at least ten years related working experience in the investment management industry and / or financial services, ideally in a training function.
Experience creating and delivering training to clients, ideally across financial intermediary and institutional channels.
Experience in marketing or sales, and/or client-facing roles especially dealing with Asian local distributors would be an advantage.
Related professional exams and certifications.
Key skills and knowledge:
Excellent written and oral communications skills, as well as presentation skills including the ability to create and deliver persuasive, engaging and well-structured presentations.
Excellent team player who is client focused and detail-oriented, able to multi-task and interact with all levels of staff in a fast-paced environment.
Ability to deal with ambiguity and work with limited guidance or definition.
An agile learner with a client centric mindset.
Excellent interpersonal and collaboration skills, and professional service orientation to develop working relationships and maintain appropriate rapport with internal and external contacts to enable effective completion of business objectives.
Ability to prioritize assigned work and complete work in a timely manner.
Intellectual curiosity, excellent analytical skills, critical thinking and sound judgment in problem resolution of moderate complexity.
Demonstrates proactiveness and initiative in identifying challenges/opportunities and recommending solutions.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here .
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.