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Our client is a prominent financial advisory firm in Singapore, backed by a well-established international insurance group. The organisation provides a comprehensive suite of wealth management, investment, and life insurance solutions to individual and corporate clients. They operate with a strict emphasis on regulatory compliance, structured professional development, and high standards of business conduct. The internal culture focuses on collaborative growth, continuous learning, and maintaining robust advisory standards across their distribution networks. In this dual-function role, you will spearhead both product management and the end-to-end training framework for the firm's financial representatives. Operating within a dynamic distribution environment, you will bridge the gap between product suitability and educational excellence to drive sales competency and regulatory adherence.
Job Responsibility
Product Governance: Conducting rigorous product due diligence, evaluating solution suitability, and managing the onboarding and approval process for investment and insurance products
Training Strategy: Developing and implementing structured training frameworks and roadmaps aligned with corporate business objectives for new and existing financial representatives
Content Development: Designing and creating comprehensive learning resources, presentations, and digital content across blended learning platforms, including classroom and microlearning
Stakeholder Collaboration: Partnering with external partners, insurers, compliance, and subject matter experts to ensure all materials are accurate, updated, and regulatory-compliant
LMS Management: Overseeing the Learning Management System to monitor training attendance, evaluate programme effectiveness, and track Continuing Professional Development (CPD) hours
Requirements
Diploma or degree qualification
A minimum of 5 years of experience in training and competence within the financial services industry, specifically within a life insurer or licensed financial advisory setup
Familiarity with industry regulations and guidelines, including the Financial Advisers Act (FAA) and Life Insurance Association (LIA) memorandums
Possession of CMFAS certifications including RES5, 9, 9A, HI, 8, 8A, CM-EIP, and CM-SIP, alongside professional qualifications such as AFC, AFP, or ChFC
Experience with Learning Management Systems (LMS), Articulate, Zoom, Microsoft Teams, and Microsoft Office applications
Capability in training facilitation, public speaking, and strong in communication