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.
about the jobIn 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.
• 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.
about the manager/teamYou will join a dedicated Product and Training department that values collaboration, innovation, and knowledge sharing. Reporting directly to the Head of Department, you will work closely with compliance and business development teams in a supportive and structured environment. The team is focused on delivering impactful learning solutions and maintaining a competitive edge in the financial advisory landscape.
skills and experience requiredTo be successful in this role, you should possess the following qualifications and experience:
• Education: Diploma or degree qualification.
• Experience: 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.
• Regulatory Knowledge: Familiarity with industry regulations and guidelines, including the Financial Advisers Act (FAA) and Life Insurance Association (LIA) memorandums.
• Certifications: 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.
• Technical Proficiency: Experience with Learning Management Systems (LMS), Articulate, Zoom, Microsoft Teams, and Microsoft Office applications.
• Communication Skills: Capability in training facilitation, public speaking, and strong in communication.
To apply online please use the 'apply' function, alternatively you may contact Hazel at +65 93884683. (EA: 94C3609/ R25158773)
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