Associate, Training

Singapore, Singapore, Singapore
- Department
- PIAS Training & Competency
- Job posted on
- Jan 03, 2025
- Employment type
- Permanent - Full Time

Professional Investment Advisory Services Pte Ltd ("PIAS") has one of the largest, most respected and trusted network of financial advisers in Singapore.

PIAS is wholly owned by Singapore Life Ltd. Established in 2001 and licensed by the Monetary Authority of Singapore, PIAS is a multi-award winning financial advisory firm in Singapore. PIAS offers a diversified suite of financial services and solutions with a personalised approach.

**Purpose of the Role**:
Training Needs Analysis
- Conduct training needs analysis w.r.t. regulatory & compliance requirements for new and existing PIAS Representatives

Design & Develop Training Programs
- Establish the learning needs (technical knowledge & softskills) of the new and existing PIAS Representatives.
- Revamp current regulatory training contents.
- Develop training modules on regulatory & compliance with specific learning objectives & outcomes for PIAS Representatives
- Create training contents and assessments that relate directly to the learning objectives & outcomes for tier 1 to tier 3 PIAS representatives.
- Develop training contents and assessments suitable for face-to-face, online live training and e-learning training delivery.

Training Effectiveness
- Adopt relevant post-training evaluation methodologies to evaluate the respective training modules effectively.
- Design & develop post-training follow-up & follow-through.
- Explore & create use of modern technologies to efficiently measure training effectiveness.

Scope of Competency Training & related matters
- FAIR - MAS Balanced Scorecard
- Financial Advisory Process - the entire fact-finding, needs analysis, basis of recommendation.
- Market Conduct in the financial advisory process - Roadshow, Door-to-Door, Tele-prospecting, Street canvassing, Marketing Guidelines, etc
- Review & update of PIAS Training & Competency Plan
- Any other MAS regulatory requirements & PIAS internal policies

Administration of Training Programs
- Identify leaders/potential advisers & leaders who are eligible for training.
- Prepare training logistics as a trainer (pre-during-post training)
- Upon completion of training program, update administrator accordingly.

Automation & Digitalisation
- Innovate & automate learnings.
- Enabling digitalization in training & development
- Digitalisation of financial sales advisory tools

**Key Responsibilities**:

- Conduct of PIAS Mandatory & Foundation Training Programs
- Develop new training curriculum for mid management of the sales force
- Sales Advisory & Quality Consultation
- Digitalisation & transformation of training delivery
- Digitalisation of sales advisory processes
- Ensure compliance with all applicable laws and regulations relating to the above functional activities

**Team**:

- Direct and indirect accountability for Training & Competency
- Report to Training & Competency Team Lead

**Requirements**:
Experience
- Preferred minimum 2 years’ experience in financial advisory competency and/or sales quality
- Preferred minimum 2 years’ experience in the financial advisory industry
- With relevant training experiences will be a plus point

Education
- Academic: Diploma/Degree
- Minimum Requirements: CMFAS M9, M9A, M5, HI, M8 & M8A (mandatory)
- Professional Certification(s): ACTA (preferred)

**Key Stakeholders**

External:

- Program providers
- Insurance & investment product providers
- LMS providers
- Course providers

Internal:

- Work with inter-departments’ stakeholders
- Liaise/communicate with PIAS sales force