Assistant Manager, Training
7 days ago
**Key areas of responsibilities**:
- Implement initiatives and monitoring processes and conduct constant reviews to improve the competency standards of supervisors and advisors.
- Review and update competency policies, guides, and SOPs according to company, industry, and regulator developments.
- Generate and prepare regular reports for monitoring, tracking, and reporting purposes on various expectations, such as CPD hours, mandatory training, and span of control, for monitoring, tracking, and reporting purposes.
- Provide exemption requests and monitor the call-back framework and monitoring.
- Perform in thematic sales documentation and supervisory duties assurance checks, which include:
- Prepare audit findings, reports and management updates.
- Prepare and conduct briefings and training for the sales force, as needed.
- Prepare management reporting and regulator responses.
- Undertake projects and execute activities assigned to a team.
**Requirements**:
- At least a diploma and above. Degree preferred
- Min 4-year experience in training and competence/compliance audit in the Financial Services industry
- Knowledge and experience in business conduct and sales processes in life insurer and/or licensed financial adviser setup
- Good knowledge of industry regulations and guidelines, e.g. FAA and LIA MUs & MCs, would be an advantage
- Possess the relevant licensing examinations: CMFAS Module 5, 9, 9A, 8, 8A and Certificate in Health Insurance; or equivalents.
- Professional qualification in AFC, AFP, ChFC, etc would be an advantage
- Proficient in Microsoft Office - Word, Excel and PowerPoint
- Good verbal and written communication skills
- Good interpersonal skill
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