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As the Director, Training & Programs, you will play a vital role in making CSP APAC a thought leader through engaging and training the target audience using a portfolio of research led training programs and actively developing and growing this exciting portfolio locally and globally, focusing on
- Wealth holders (particularly U/HNW individuals and family offices)
- Financial intermediaries
- Wealth managers
- Other institutional players in the private wealth space
This is a compelling role for anyone wanting to drive outsized positive impact globally within a dynamic growth environment, as you are responsible for a uniquely powerful established suite of programs on the CSP platform.
Tasks
Training Program Ownership, Quality Assurance & Content Development (50%)
- Program Design & Execution: Lead and oversee the development and execution of CSP APAC’s training programs, bespoke programs for U/HNW individuals, and family offices as well as IBF-certified open courses for wealth managers and financial intermediaries.
- Content Development: Develop and refine training materials (presentations, manuals, case studies, simulations) that are relevant, research-backed, and aligned with emerging trends in sustainable finance and wealth management.
- Collaboration with Research Teams: Work closely with the Research team to integrate insights from our Wealth Holder research, sustainable finance frameworks, latest trends in sustainability, investing for impact and global financial markets into training programs and materials.
- Program Delivery: Ensure effective delivery of training programs such that programs meet regulatory standards, client needs, and industry trends.
- Accreditation & Quality Assurance: Lead the accreditation of programs under the IBF-MAS Technical Skills and Competencies (TSCs) framework and ensure consistency in messaging and content quality across all training sessions.
- Performance Metrics: Develop and assess key performance indicators to evaluate the impact and effectiveness of training programs.
Training Team Development & External Trainer Management (30%)
- Trainer Recruitment & Development: Build a team of high-quality trainers by identifying, recruiting, and training external facilitators to align with CSP APAC’s standards and pedagogy.
- Team Management: Provide coaching and mentorship to trainers, ensuring that they effectively communicate research-based insights and deliver engaging sessions.
- Quality Assurance: Setting the standards to conduct internal quality reviews to ensure training meets participant learning needs and industry standards.
Market Positioning, Thought Leadership & Strategic Growth (10%)
- Strategic Alignment: Work closely with the Partnerships team to ensure training offerings align with market needs and CSP APAC’s strategic objectives.
- Thought Leadership: Strengthen CSP APAC’s reputation as a thought leader by integrating research on insights from the ground and the latest industry trends into training programs across sectors.
- Fundraising & Partnerships: Support fundraising and strategic partnerships efforts by articulating the value of CSP APAC’s training programs to potential investors and collaborators.
Cross-Regional Collaboration & Ecosystem Engagement (10%)
- Knowledge Exchange: Facilitate knowledge sharing with CSP Zurich, North America and regional partners to adopt best practices across training programs.
- Regional Expansion: Establish partnerships across Asia to expand the reach of CSP APAC’s training programs.
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