Client Service Trainer, Private Banking
Core
Designing and delivering training curriculum and learning experiences for Account Relationship Managers (ARMs) to improve their effectiveness, confidence, and service delivery in Private Banking.
Role type
Senior IC Client Service Trainer
Builds
Training programs and learning experiences for ARMs
Domain
Private Banking / Financial Services
Required skills
Learning design, facilitation, coaching, Private Banking product knowledge, regulatory compliance (KYC/AML), risk practices, core banking systems, Microsoft Office
Preferred skills
Financial industry licenses (HKMA/SFC, CACS, CMFAS), technology rollout experience, change management
Technologies
Avaloq, Microsoft Office
Responsibilities
Develop comprehensive training curriculum for ARMs across various domains; Design and deliver high-impact learning experiences; Coach ARMs on expertise in KYC, banking products, and regulatory requirements; Identify skill gaps and design solutions to improve performance; Represent ARMs in bank forums; Foster a service-oriented mindset within the ARM team.