Strategic Learning Partner (High-Net-Worth Segment)

Job Description:

HNI Training Needs Analysis

• Conduct comprehensive training needs assessments for HNI Relationship Managers and Sales Teams.
• Identify skill and capability gaps related to HNI client acquisition, retention, portfolio advisory, and relationship management.

Training Strategy & Planning

• Design and implement training strategies aligned with HNI business goals, revenue targets, and client experience standards.
• Partner closely with business leaders to ensure training interventions directly support HNI business performance.

Training Content & Module Development

• Develop advanced, HNI-focused training modules, workshops, and structured learning journeys.
• Apply adult learning methodologies, including role-plays, case studies, simulations, and real-life HNI scenarios.