About this role
Key Responsibilities:
• 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.
Location: The Center Job: Customer Service Schedule: Regular Employee Status: Full time