Capital Learning Consultant

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China Capital Group Full time

About Capital Group:

Capital Group is a leading global investment management company with over $2.5 trillion in assets under management. We provide investment management services to individual investors, financial intermediaries, and institutions worldwide.

Our Business:

We are a private firm with a singular focus on investment management. Our headquarters is located in Los Angeles, and we have a global presence with offices in the US, Europe, and Asia. Our team of over 8,000 associates worldwide is dedicated to delivering exceptional investment management services.

Our Expansion:

In 2012, we embarked on a strategic plan to expand our business globally, with a focus on building our retail and institutional business in Europe and Asia. We have established offices in Luxembourg, Zurich, Madrid, Milan, Amsterdam, and Frankfurt in Europe, and in Singapore, Tokyo, Hong Kong, and Sydney in Asia.

Capital Learning:

Capital Learning is a training capability that caters to the learning requirements of our clients in Europe and Asia. Our team provides product-agnostic tools and resources to support successful client conversations and development.

Job Summary:

We are seeking a Capital Learning Consultant to join our team in Asia Pacific. The successful candidate will be responsible for delivering, shaping, and enhancing our client education capabilities and existing external Capital Learning programs in the Asia Pacific region.

Key Responsibilities:

Financial Intermediaries:

  • Conduct training sessions (workshops) for our financial intermediary clients on investment management and practice management topics.
  • Work with and engage with our strategic clients to help plan for and address their training needs through product-agnostic investment and practice management programs.
  • Create local market-specific training content that fits the needs of various types of financial intermediaries.

Institutions:

  • Work with the Institutional team to build and coordinate tailored client training programs for select key clients.
  • Collaborate with Relationship Managers, Investment Directors, and Marketing to identify opportunities for improving the training we can offer to institutional clients.

Global Collaboration and Partnership:

  • Establish relationships with the EACG Capital Learning team and the North American Client Group Practice Management team to understand the CG global training content and identify opportunities to leverage and localize contents and experience for the Asia Pacific market.
  • Act as a subject matter expert and/or project lead for key initiatives impacting Capital Learning, including digital delivery methods.
  • Support strategies driving Asian sales growth.

Requirements:

Required:

  • Experience in teaching and coaching others, ideally within the financial industry.
  • Fluency in English and Cantonese (spoken and written, business to native level).
  • Experience managing senior internal and external stakeholders.
  • Competency in computer and database skills like Word, Excel, and specifically PowerPoint.
  • Flexibility to travel frequently (i.e. 30%-40% of the time) in the Asia Pacific region where required.

Preferred:

  • University degree preferred with at least 10 years related working experience in the investment management industry and/or financial services, ideally in a training function.
  • Experience creating and delivering training to clients, ideally across financial intermediary and institutional channels.
  • Experience in marketing or sales, and/or client-facing roles especially dealing with Asian local distributors would be an advantage.
  • Related professional exams and certifications.

Key Skills and Knowledge:

  • Excellent communications and presentation skills.
  • An agile learner with a client-centric mindset.
  • A team player able to interact with all levels of staff in a fast-paced environment.
  • Ability to deal with ambiguity and work with limited guidance or definition.
  • Strong interpersonal and collaboration skills, and professional service orientation.
  • Ability to prioritize assigned work, multitask, and complete work in a timely manner.
  • Intellectual curiosity, excellent analytical skills, critical thinking, and sound judgment in problem resolution.
  • Demonstrates proactiveness and initiative in identifying challenges/opportunities and recommending solutions.

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