Wealth Management, Training Program Delivery, Development & Design Specialist, Vice President
May 17, 2019
J.P.Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to UHNW individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
The WM Client Skills Training (CST) Team's vision is to create the most productive, trusted, and integrated client teams in the industry and around the globe. The CST team works closely with the Wealth Management Operating Committee to ensure client-facing advisors and investment solutions professionals, from Associate to MD, have the skills necessary to improve our client outcomes and client experiences.
The team is responsible for training and coaching WM Advisors and Investment Solutions professionals to be client ready. Specifically, this role will be responsible for developing, designing, and delivering a suite of training programs within our Wealth Management Training Strategy. Interest and skill in helping professionals become more productive and trusted Advisors and Solutions Specialists is paramount.
This role will be based in Hong Kong and will report to the Global Head of WM Client Skills Training. Key Responsibilities:
Help drive implementation and launch of our Wealth Management Training Strategy. This includes, but is not limited to a specific focus on developing, designing and delivering content for our continuing education modules:
Engage business stakeholders and practice partners to shape core content, assessments, exercises, and workshops
Ensure content builds on foundational programs, serves as a bridge to more advanced content, and will help Advisors and Investment Specialists more confidently engage with and create solutions for our clients and prospects
Coach content creators on presentation relevance and impact
Host and deliver workshops for each continuing education module
Define and measure key metrics to help assess impact and success of new initiatives
Work with Client Skills Team to define where each module fits in new hire timeline
Market comprehensive strategic plan for advisors and investment solutions professionals with key stakeholders in your region; serve as a champion for our work within the business
Provide a regional lens to ensure regional needs are well represented and understood
Build strong partnerships with key stakeholders, clients and HR partners to drive the our Training Strategy
Use digital learning to provide high-touch communication and enhance in-person offerings in an evolving learning environment
Manage budget and oversee expense tracking as you deliver programs and content within our agenda
Work with key control partners to ensure processes, suppliers, and content meets our standards
Periodic domestic and international travel required may be required but will be limited
B.A. degree in related field; advanced degree desirable
Strong commercial orientation and first hand client-facing experience required; sales or business role experience is a must
6+ years work experience; coaching certification, development background, and/or experience in Wealth Management business is desired
Solution-oriented with strong interpersonal, consultative, communication, presentation and facilitation skills
Ability to facilitate sessions in Mandarin is desirable but not necessary
Ability to think creatively and strategically to develop and implement new initiatives
Ability to establish and maintain strong relationships with senior business leaders and key stakeholders
Excellent verbal and written communication skills to articulate team's vision and strategy
Leadership presence to command a large audience and interact confidently with senior executives
Strong project management skills; robust organization, attention to detail and time management skills in a multicultural and international environment
Ability to effectively manage competing priorities in a fast paced environment
Ability to effectively partner and influence at all levels and across global teams
Complex problem solving and decision making skills
Ability to work both independently and collaboratively
Flexibility in a fast-paced changing environment
Self-starter who is results-oriented with strong execution drive
Willingness to travel
Internal Number: 5878782
About J.P. Morgan
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