About Capital Group:

Capital Group is one of the world’s largest and most well-respected investment managers with more than USD 2.5 trillion assets under management. We manage assets for individual investors, financial intermediaries and institutions around the world. Since 1931, we have been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. A private firm, Capital’s only focus is investment management. Based in Los Angeles, we employ over 8,000 associates worldwide with investment and distribution offices in the US, Europe and Asia.

In 2012, with a view to balancing our business globally, the Capital Group Management Committee approved a plan to build the retail and institutional business across Europe & Asia. In Europe, additional offices have been opened in Luxembourg, Zurich, Madrid, Milan Amsterdam and Frankfurt, and in Asia an expanded team across offices in Singapore, Tokyo, Hong Kong and Sydney is focused on growth for the region.

As we’ve grown the number and type of clients in Europe and Asia, we have built training capability for Europe and Asia Client Group (EACG)’s client partnerships, Capital Learning. This team caters for the learning requirements of two main client cohorts; financial intermediary banker and advisor networks and institutional clients providing product agnostic tools and resources to support successful client conversations and development.

Role summary:

The successful candidate will be responsible for delivering, shaping and enhancing EACG Asia’s client education capabilities and existing external Capital Learning programs.

As part of the EACG Capital Learning team, they will work in partnership with EACG leadership, Sales, Marketing, and Client Relations to understand and define short and longer-term expectations for training capabilities (physical and digital) in Asia. They will build and deliver training programs and contents for financial intermediary clients and design and coordinate training sessions for institutional clients. Coverage will be primarily for the North Asia region excluding Japan to work alongside a Learning Consultant based in Singapore. We additionally have dedicated country coverage in Japan.

Primary responsibilities and essential functions:

Financial Intermediaries

• 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.

Institutions

• 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.

Global collaboration and partnership

• 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 and qualifications:

Required:

• 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 PowerPoint.

• Flexibility to travel frequently (i.e. 30%-40% of the time) in the Asia Pacific region where required.

Preferred:

• 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.

Key skills and knowledge:

• 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.