Trainer EMEA Wealth Management

About the Client

Client is a reputed global Investment banking KPO

Location : Gurgaon

Exp ; Minimum 2 Years

* Exp in EMEA Capital market is must

Profile

New Hire Training (NHT): Deliver comprehensive initial training covering essential topics like Stocks and ETFs, Derivatives, Order Execution, German/European Trading Venues, and Major Crypto Assets.

Curriculum Design: Develop engaging and technically accurate training materials, including case studies on order types and execution failures used for screening, simulations of order discrepancies, and soft-skills modules focused on explaining complex financial topics clearly.

Knowledge Transfer: Conduct regular refresher and up-skilling sessions based on QA findings and market updates, ensuring the team stays current with market infrastructure and regulatory changes.

Assessment: Design and administer brokerage hiring test and post-training assessments to certify competency in core concepts like bid/ask spread and limit vs. market orders.

Skills

Excellent verbal and written communication skills

Minimum 2–3 years of experience in training delivery, with at least 1 year specializing in financial services, banking, or brokerage training

Mandatory Domain Knowledge: Must have hands-on experience or significant knowledge related to securities/crypto transactions and capital markets instruments, and a practical understanding of tax rules for various capital market instruments