A growing financial advisory platform is looking to hire a Training Manager to drive both product governance and adviser capability development across investment and insurance solutions.
This is a highly visible role partnering closely with leadership, compliance and distribution teams to shape training strategy, oversee product onboarding and support overall sales excellence. For candidates looking to go beyond training and move into a strategic position, being involved in product suitability discussions, this is the role for you.
Key responsibilities include:
- Developing and delivering structured training programmes for advisers and sales leaders
- Managing onboarding and review of investment & insurance solutions
- Conducting product due diligence and suitability assessments
- Designing blended learning initiatives across classroom, virtual and on-the-job coaching
- Partnering with internal stakeholders to ensure regulatory alignment and governance standards
- Supporting market updates, sales ideas and product insight sessions
Ideal background:
- 3-5+ years within training, product management or sales governance in Financial Services
- Strong understanding of insurance / investment products and advisory frameworks
- Familiarity with industry regulations and compliance requirements
- Confident stakeholder management and training facilitation skills
Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R22109164 | Valenzuela Alexandra Marie Tolentino
