Assisting Client Service Management team in developing comprehensive training curriculum for ARMs across Onboarding, Investment, Cross Border, Service Administration, Retail, Digital support etc
Designing and delivering high-impact learning experiences to improve ARM effectiveness and confidence.
Drive and or provide inputs on relevant procedures with ARM touch-points
Conducting training sessions for technology rollouts, change in processes into practical learning experiences for ARMs.
Able to represent ARMs in various bank forums, be it Transformation, Control, Business Management etc
Coaching ARMs to ensure they have required expertise in KYC, banking products, regulatory requirements, risk practices, AI knowledge etc
Develop Client Service first mentality and foster a service-oriented mindset within the ARM team.
Ensuring ARMs are confidence in all bank’s operational processes and able to provide client with best in class servicing
Identifying skill gaps within the team and designing solutions to improve performance.
Contributing to the overall business priorities by identifying and delivering all relevant training needs, be it technical or non-technical
Qualifications:
Education: A Bachelor's degree in Business Studies, Finance, Economics, or a related discipline is typically required.
Experience:
Minimum of 3-5 years of relevant experience as an ARM in a private bank setting.
Experience in learning design, facilitation, coaching, or consulting is valuable for training-focused roles.
Licenses and Certifications: Relevant financial industry licenses (e.g., HKMA / SFC licenses, CACS Papers 1 and 2, CMFAS Modules) are preferred
Communication and Interpersonal Skills: Excellent communication (written and spoken), presentation, and interpersonal skills are essential for interacting with ARMs, RMs, clients, and internal stakeholders.
Leadership and Coaching: Ability to lead, mentor, coach, and motivate a team. Strong team spirit and a proactive approach.
Organizational and Time Management: Strong organizational skills, attention to detail, the ability to manage multiple priorities, and work under pressure.
Technical and Product Knowledge:
Good understanding of relevant products and services in Private Banking.
Basic knowledge of global financial markets and current developments.
Working knowledge of core banking systems (e.g. Avaloq) and Microsoft Office applications.
Strong knowledge of Private Bank’s regulatory framework
Risk and Compliance: High level of risk awareness and understanding of compliance requirements, including KYC and AML.
Analytical and Problem-Solving: Strong analytical and problem-solving skills to identify issues and propose effective solutions.
Client-Centricity: Highly service-oriented and passionate about client servicing, with the ability to maintain client/ internal stakeholder confidence.
Integrity: High level of integrity and ethical behavior.
