Role Overview
The Associate, Training & Competency supports the development, implementation, and administration of training and competency programs for PIAS representatives. The role focuses on ensuring regulatory compliance, enhancing adviser competency, supporting learning initiatives, and driving digital transformation in training delivery and sales advisory processes.
Key Responsibilities
Training Needs Analysis
- Support the identification and analysis of training needs arising from regulatory and compliance requirements for both new and existing representatives
- Assist in assessing competency gaps and learning requirements across adviser segments
- Gather feedback and training data to support continuous improvement initiatives
Training Content Development
- Assist in the development and enhancement of training materials related to regulatory compliance, financial advisory practices, and professional conduct.
- Support the review and updating of existing regulatory training content.
- Create learning materials, assessments, and training resources aligned with defined learning objectives and outcomes.
- Prepare content suitable for classroom, virtual instructor-led, and e-learning delivery formats.
Training Delivery & Administration
- Coordinate and support the execution of mandatory and foundation training programs for representatives.
- Manage training logistics, including scheduling, participant communications, attendance tracking, and training records
- Maintain accurate training documentation and reports
- Update internal systems and coordinate with relevant administrators upon completion of training programs.
Training Effectiveness & Evaluation
- Support post-training evaluations and collect participant feedback
- Monitor training outcomes and generate reports on training effectiveness
- Assist in developing follow-up activities and reinforcement initiatives to support learning retention
- Explore digital tools and technologies to improve learning measurement and effectiveness tracking.
Regulatory & Competency Programs Support
Assist in the delivery and administration of programs covering:
- MAS regulatory and compliance requirements
- FAIR (MAS Balanced Scorecard Framework)
- Financial Advisory Process, including: Fact-finding Financial needs analysis, Basis of recommendation
- Market conduct requirements, including: Roadshows, Door-to-door activities, Tele-prospecting, Street canvassing, Marketing guidelines
- PIAS Training & Competency Framework
- Internal policies and governance requirements
Digitalisation & Transformation
- Support initiatives to automate learning processes and improve training administration.
- Assist in the digitalisation of training delivery and learning management systems
- Support the implementation of digital sales advisory tools and competency-related technology solutions
- Contribute ideas for enhancing learning experiences through technology
Stakeholder Management
- Liaise with internal departments, business units, and sales representatives regarding training matters.
- Coordinate with external training providers, product providers, LMS vendors, and course providers.
- Provide administrative and operational support for training-related projects and initiatives.
Compliance & Governance
- Ensure all training activities are conducted in accordance with applicable laws, regulations, and company policies
- Support audit and regulatory requirements relating to training and competency matters
- Maintain confidentiality and professionalism when handling sensitive information
Qualifications & Requirements
- Diploma or Degree in Business, Finance, Human Resources, Learning & Development, or related disciplines
- Experience1–3 years of experience in financial advisory, training & competency, sales quality, learning & development, or related functions
- Exposure to the financial services or insurance industry will be an advantage.
- Experience supporting training administration, content development, or learning management systems is preferred
Skills & Competencies
- Strong organizational and coordination skills.
- Good communication and stakeholder management abilities.
- Ability to manage multiple projects and deadlines effectively.
- Strong attention to detail and compliance awareness.
- Proficiency in Microsoft Office applications and digital learning platforms.
- Interest in learning technologies, digitalisation, and process improvement.
- Ability to work independently and collaboratively in a fast-paced environment.
