The Wealth Management Client Skills Training & Practice Management Team activates Private Bank Advisors and Sales Managers to efficiently achieve their goals and accelerate business priorities. The team provides training experiences and high-touch coaching on practices that lead to success. Specifically, your role will be responsible for developing, designing, and delivering a suite of training programs within our Private Bank Training Strategy. Interest and skill in helping professionals become more productive and trusted advisors is paramount.

Your role will be based in London, and will cover the EMEA region, and will report to the International Private Bank Client Skills Training Lead. Periodic domestic and international travel required may be required but will be limited

Job responsibilities

• Help drive implementation and launch of our Private Bank Training Strategy. This includes, but is not limited to a specific focus on developing, designing and delivering training content:
• Market comprehensive training plan for advisors with key stakeholders in your region; serve as a champion for our work within the business
• Manage budget and oversee expense tracking as you deliver programs and content within our agenda
• Engage business stakeholders and practice partners to shape core content, assessments, exercises, and workshops
• Coach content creators on presentation relevance and impact
• Host and deliver training workshops for new and existing advisors
• Define and measure key metrics to help assess impact and success of new initiatives
• Work with Client Skills Team to build new hire program

Required qualifications, skills and capabilities

• Relevant work experience
• Strong commercial orientation and first hand client-facing experience required; sales or business role experience is a must
• Strong project management skills; robust organization, attention to detail and time management skills in a multicultural and international environment
• Ability to establish and maintain strong relationships with senior business leaders and key stakeholders
• Leadership presence to command a large audience and interact confidently with senior executives
• Ability to effectively partner and influence at all levels and across global teams
• B.A. degree in related field; advanced degree desirable

Preferred qualifications, skills and capabilities:

• Coaching certification, development background, and/or experience in Wealth Management business