Assistant Trainer (L&D)

Role Overview

6-month, (in person during office hours)

financial communication

Key Responsibilities

1. Foundational Coaching & Skill Assessment

• Conduct Practice Sessions:

  Lead structured, high-volume practice sessions (role-plays and simulations) focusing on

  financial terminology, clear articulation, and client communication standards.

• Initial Performance Checks:

  Evaluate trainees on their ability to apply core training concepts in simulated client interactions during the foundational phase of the program.

• Performance Categorization:

  Execute a standardized

  Performance Categorization Process

  to sort trainees into readiness tiers (High, Moderate, Needs Intensive Support) at critical program milestones, ensuring a seamless handoff.

2. Feedback Delivery & Remediation

• Provide immediate,

  high-quality, constructive feedback

  to trainees following practice sessions, emphasizing basic mechanics and structural improvements.
• Design and implement

  tailored remedial measures

  (e.g., focused exercises, targeted practice) for trainees in the Moderate tier to quickly close foundational skill gaps.
• Monitor the progress of trainees requiring intensive support, preparing them for elevation to the Senior Coaching Staff.

3. Program Administration & Data Reporting

• Maintain accurate and detailed records of trainee performance, coaching notes, and assessment scores.
• Collaborate with Senior Coaches to ensure consistency in performance metrics and successful trainee transition to advanced training phases.

Qualifications:

Required Skills & Experience

• Mandatory:

  Completed a Bachelor's or Master's degree.

  (Must not be currently enrolled in a full-time program).
• Strong foundational knowledge of

  finance, economics, or investment principles - especially with respect to Mutual Funds, PMS, AIFs.

• Proven professional experience (0-3 years) in a role requiring high-level communication, presentation, or client interaction.

• Demonstrated interest in pivoting to or establishing a career in Wealth Management or Corporate Learning & Development.

• Exceptional coaching and analytical skills, with the ability to diagnose and communicate performance deficiencies effectively.
• Highly detail-oriented, reliable, and capable of managing high-volume assessment tasks under strict timelines.

Ideal Fit for This Role:

• Career Pivots:

  Individuals with a strong quantitative or communication background seeking a structured entry into the

  wealth management

  sector.

• Early Professionals:

  Recent graduates looking for intensive, high-impact experience to leverage for future full-time roles.

Benefits of the Term

• Direct Sector Exposure:

  Gain deep, practical experience in the mechanics of

  wealth management

  communication and client management.

• Networking:

  Opportunity to work closely with senior Specialized Trainers and leaders in the

  wealth management

  space.

Performance Portfolio: