Our team focuses on building engaging training programs and impactful experiences to help our Private Bank Advisors and Sales Managers harness the collective power of our firm.
As a Asia Client Skills Training & Practice Management Designer and Facilitator within our team, you will have the opportunity to partner closely with Sales Managers and Advisors in Hong Kong and Singapore. Your role will be pivotal in helping professionals become more productive and trusted advisors. You will leverage your relevant experience and deep understanding of client skills and practice management concepts to contribute to the success of our Advisors.
Job Responsibilities:
- Development and implementation of our Private Bank Client Skills Training Strategy and Program in Asia
- Understand the business needs and practices of high performing Advisors and use this knowledge to build collateral for training programs
- Oversee the development, facilitation, and marketing of training experiences
- Measure key metrics for each experience to help assess impact and communicate progress to key stakeholders
- Work with global partners on International Programs while ensuring regional needs are well represented and understood
- Manage budget, maintain strong controls in in close partnership with internal partners and in accordance with company policies and regulatory changes
- Scheduled periodic international travel required
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Required qualifications, capabilities and skills:
- Minimum 4 years work experience; coaching certification and/or experience in Wealth Management business
- B.A. degree in related field
- Experience designing, building and facilitating training programs
- Ability to articulate complex concepts clearly to differing audiences
- Ability to work with large data sets to pull trends and insights, and provide regular reporting to senior stakeholders
- Inclusive leadership skills with the ability to collaborate across different groups and regions
Preferred qualifications, capabilities, and skills:
- Coaching certification and/or experience in Wealth Management business is desired
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.