• Conduct training sessions (workshops) for our financial intermediary clients such as banks, IFA-networks and insurance agents on investment management and practice management topics.
• Directly work with and engage with our strategic clients to help plan for and address their training needs through product-agnostic investment and practice management programs and help improve interactions with investors that align with our philosophy.
• Independently and in partnership with sales, asset class services and marketing, create local market-specific training content that fit the needs of various types of financial intermediaries.

• Work with the Institutional team to build and coordinate tailored client training programs for select key clients. This includes determining appropriate content and presenters and building and coordinating programs.
• Collaborate with Relationship Managers, Investment Directors and Marketing to identify opportunities for improving the training EACG can offer to institutional clients.

• Establish relationships with the EACG Capital Learning team and the North American Client Group Practice Management team as well as broader external stakeholders, to understand the CG global training content, identifying opportunities to leverage and localize contents and experience for the Asia Pacific market.
• Act as a subject matter expert and/or project lead for key initiatives impacting Capital Learning including digital delivery methods.
• Support strategies driving Asian sales growth.

• Experience in teaching and coaching others, ideally within the financial industry.
• Fluency in English and Cantonese (spoken and written, business to native level).
• Experience managing senior internal and external stakeholders.
• Competency in computer and database skills like Word, Excel, and specifically Power Point.
• Flexibility to travel frequently (i.e. 30%-40% of the time) in the Asia Pacific region where required.

• University degree preferred with at least 10 years related working experience in the investment management industry and/or financial services, ideally in a training function.
• Experience creating and delivering training to clients, ideally across financial intermediary and institutional channels.
• Experience in marketing or sales, and/or client-facing roles especially dealing with Asian local distributors would be an advantage.
• Related professional exams and certifications.

• Excellent communications and presentation skills.
• An agile learner with a client centric mindset.
• A team player able interact with all levels of staff in a fast-paced environment.
• Ability to deal with ambiguity and work with limited guidance or definition.
• Strong interpersonal and collaboration skills, and professional service orientation.
• Ability to prioritize assigned work, multitask and complete work in a timely manner.
• Intellectual curiosity, excellent analytical skills, critical thinking, and sound judgment in problem resolution.
• Demonstrates proactiveness and initiative in identifying challenges/opportunities and recommending solutions.

You can learn more about our compensation and benefits .

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.