A market leader in the Financial Services Industry is looking for someone with strong communications and stakeholders management skills to support the Head of Training and Competency.

Mandatory Skill(s)

  • Degree in Business, Finance, Science or IT;
  • 1 year of relevant experience in the Financial Services Industry;
  • Experience in business requirements gathering, conducting UAT and managing projects;
  • Proficient in MS Office (i.e. Word, Excel and PowerPoint);
  • Meticulous, detailed, independent yet a team player with strong communication and interpersonal skills;
  • Confidence in conducting stand up training.

Desirable Skill(s)

  • Professional qualifications:
    • HI;
    • CMFAS M5. 8/8A, 9/9A;
    • CFP;
    • ChFC;
  • Experience in life insurance sales or compliance work.

Responsibilities

  • Train and coach supervisors/ representatives on use of systems and regulatory/ industrial guidelines;
  • Review the quality of facts and recommendations from internal systems;
  • Prepare business requirements, coordinate qualitative checks, prepare system test plans and articulate business requirements to IT for internal systems;
  • Manage the competency requirements of supervisors and representatives;
  • Develop requirements in line with regulatory and industry guidelines;
  • Craft communication plans and brief supervisors and representatives on changes;
  • Prepare regular reports and liaise with IT on data extraction;
  • Support representatives and supervisors and provide regular updates;
  • Update internal SOPs to adhere to compliance;
  • Manage special projects/ initiatives when required.
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