AM Wealth Academy Team Lead

Hsbc

8 - 10 years

15 - 16 Lacs

Bengaluru

Posted:3 days ago| Platform:

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Skills Required

Team management Wealth management Social media Market research Asset management Training and Development Stakeholder management Principal Financial services Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

The successful candidate will form part of the AM Global Internal Wholesales team, supporting the Sales and Distribution team on all aspects of designing, organizing and managing the insurance training curriculum and content for HSBC AM providing to the wider IWPB team.

The role holder will be responsible for the following:

Strategy, Vision & Planning: Develop creative and engaging strategies for delivering investment content including new channels / formats of delivery (such as through social media channels / influencer community etc). Responsible for timely delivery of training modules as part of the AM Wealth academy curriculum
Lead and Inspire: Drive the vision and strategy of the AM Academy, fostering a culture of creativity and innovation within the team. Provide strong leadership and direction to your team, ensuring alignment with organizational goals.
Team Management: Oversee the performance and development of Academy Managers, providing mentorship and coaching to enhance their skills and capabilities. Create an environment that encourages collaboration, creativity, and professional growth.
Design and Develop: Oversee the creation of tailored Wealth and Investment learning content that aligns with IWPB training requirements and AM commercial priorities. Encourage the use of multimedia and innovative approaches to enhance learning experiences.
Deliver: Ensure the effective implementation of training sessions and workshops that meet the needs of our clients and customers.
Evaluate: Monitor and assess the effectiveness of learning initiatives through feedback and performance metrics, adjusting as necessary. Analysis to help understand what works and what doesn t, including leveraging AI/tools to support analysis / data Provide advice on the content of customer or internal stakeholder learning and development events. Conduct market assessments of other training, coaching and other learning events across competitors
Senior Stakeholder Management: Collaborate with senior stakeholders across the business to align learning initiatives with strategic objectives and market needs. Build strong relationships with key stakeholders to ensure their support and engagement in the Academys initiatives.
Work with Learning and Development to oversee the AM training agenda and delivery of agreed Investment learning content to relevant frontline sales channels
Market Research: Stay informed about industry trends and best practices in learning and development, identifying opportunities for innovation and improvement.
Support with campaign / product training requirements to bring commercial outcomes into training content. Accredit and enhancing AM growth for all channels on business training, case sharing and system highlight through professional training events

Requirements

Post Graduation / MBA or equivalent from a reputed institute; investment certifications preferred.
8+ years in the Asset Management and Capital Markets industry, with at least 5 years in Sales Management, coaching, and distribution support
Experience working in a global, matrix organisation especially to support commercial activities for Distributors / Platform / Institutional clients.
Strong understanding of financial markets, macroeconomic environments, and investment products, including their roles in Asset and Wealth Management.
Proven leadership abilities to inspire and motivate teams while making informed commercial-focused decisions. Ability to lead and guide the team to prioritise to an ever changing environment.
Strong analytical skills with the ability to distill complex data into actionable insights. Ability to distill complex and varied data into information; good process analysis and problem solving skills. Excellent written, verbal, and presentation skills, including advanced PowerPoint proficiency.
Experience in stakeholder management, particularly with C-suite and Executive level leadership teams. Ability to prioritise and manage business tasks/projects. Customer driven with demonstrated commitment to improving customer experience and delivering excellent customer outcomes
Planning and organisational skills in order to manage the unexpected as well as anticipated issues or events, so that success can still be achieved. Outstanding written and verbal communication skills, enabling productive dialogue with internal and external customers. Experience in training delivery and ability to adapt delivery style to audience.
Relevant investment qualifications such as CFA, CIPM, or ESG certification. Knowledge of asset management models through funds and mandates. Understanding of learning principles and best practices in training and development. Experience in designing and delivering training programs across various formats (in-person, online). Proficiency in additional languages is a plus.

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