Training and Competency Manager (Financial Advisory)

Training and Competency Manager (Financial Advisory)

about the company

Our client is a well-established licensed financial advisory firm in Singapore backed by a major international insurance group. The organization provides a comprehensive suite of wealth management, investment, and life insurance solutions to diverse client segments. They operate with a strict focus on regulatory compliance, structured professional development, and high standards of business conduct across their distribution network. The corporate culture prioritizes collaborative growth, continuous learning, and maintaining robust advisory standards.

about the job

In this specialized role, you will lead the end-to-end training strategy, competency frameworks, and professional development roadmaps for the firm's financial representatives. Operating within the Product and Training Department, you will ensure all onboarding, continuing education, and regulatory tracking mechanisms align with industry standards and corporate objectives. Your day-to-day focus will center on elevating advisor competency, managing learning systems, and collaborating with internal stakeholders to drive educational excellence.

• Training Strategy: Developing and executing structured training frameworks and development roadmaps for new representatives, existing representatives, and sales leaders.

• Program Management: Leading the end-to-end development of comprehensive training programs, encompassing content creation, delivery, and evaluation across blended learning platforms.

• Regulatory Compliance: Partnering with subject matter experts and compliance teams to ensure all training materials and sales processes are accurate and fully compliant with industry guidelines.

• Competency Tracking: Overseeing the Learning Management System to monitor program effectiveness, track training attendance, and report on Continuing Professional Development hours.

• Product Onboarding: Conducting product due diligence and training sessions regarding investment and insurance solutions to ensure suitability for distribution.

about the manager/team

You will join a structured Product and Training department that values collaboration, professional standards, and knowledge sharing. Reporting directly to the Head of Department, you will work closely with compliance and business development teams to deliver learning solutions. The environment supports ongoing professional growth and places a high priority on advisory competency.

skills and experience required

To be considered for this position, you should meet the following objective criteria:

• Education: Diploma qualification or above, with a university degree preferred.

• Experience: Minimum of 5 years of experience in training and competence within the financial services industry, specifically within a life insurer or licensed financial advisory firm.

• Regulatory Knowledge: Knowledge of industry regulations and guidelines, including the Financial Advisers Act and Life Insurance Association memorandums.

• Licensing: Possession of, or eligibility for, CMFAS certifications including RES5, 9, 9A, HI, 8, 8A, CM-EIP, and CM-SIP, with professional qualifications like AFC, AFP, or ChFC preferred.

• Technical Proficiency: Experience with Learning Management Systems, Articulate, Zoom, Microsoft Teams, and Microsoft Office applications.

• Core Skills: Training facilitation, public presentation, and strong communication skills.

To apply online please use the 'apply' function, alternatively you may contact Hazel at +65 93884683. (EA: 94C3609/ R25158773)