Head of Trainings

19 hours ago

Singapore CENTER FOR SUSTAINABLE FINANCE AND PRIVATE WEALTH (SINGAPORE) LTD. Full time

As the Head of Trainings - Institutions, you will play a vital role in developing and disseminating the right knowledge to the right people, to trigger action and move capital towards impact. In particular, you will develop and implement strategies for rolling out CSP SG’s portfolio of training programmes targeting financial intermediaries, wealth managers, and other institutional players in the private wealth space, actively growing this portfolio globally.

Programme Delivery and Content Development (60 percent)
- Develop, strategize, and execute CSP SG’s portfolio of training programmes for wealth managers, as well as in-house programmes and services for banks and family offices; this includes both IBF-certified and custom courses.
- Generate and present programme proposals for prospects and new programmes at existing institutions we are engaged with, as well as move them through the sales process.
- Curate customized content for programme participants, drawing from the suite of available materials already developed by CSP Zurich, as well as supplementing with content adapted to the local context, specific to IBF courses.
- Develop and submit select courses under the IBF-MAS Technical Skills and Competencies (TSCs) in Sustainable Finance for accreditation (IBF-STS).
- Facilitate and lead/delivery training sessions as and when required. This includes Open Courses and select direct-to-wealth owner training modules.
- Identify and recruit a deep bench of high-quality external trainers and facilitators to deliver training modules in person or virtually.
- Plan and execute recruiting processes for the trainings, including tracking leads in the CRM system, coordinating the preparation of marketing materials, and communicating with training participants.
- Ensure that all trainings and services are delivered on-time, with the highest quality, within scope and within budget.

Client Development (25 percent)
- Be the primary point of client-facing contact for FIs and be responsible for full-service management of their accounts with CSP.
- Develop relationships with key stakeholders (L&D, Head of Sustainability, Head of Private Wealth, etc.) at institutions CSP SG works with, in order to gauge interest and need for programmes, and to ensure our programmes are put on the radar of key decision makers.
- Work closely with the Managing Director to identify opportunities for greater expansion of trainings in the wealth management space.
- Create and present our offerings to banks and family offices.
- Form, expand, and develop partnerships with relevant external stakeholders and partners.

Management and Operations (15 percent)
- Manage the budget for the Institutional programmes workstream, in close collaboration with the CSP SG management team.
- Develop a detailed project plan to monitor and track progress of training activities and report to the Managing Director, as well as to the Advisory Board of CSP SG.
- Financial administration and contract management as required.

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