The GWM Technology Team partners with leaders and managers across the Private Bank (PB) with a specific focus on training the Front/back Office and other Supporting functions about technology tools that will enable them to analyze
client data (trading, risk, implement important business strategies, growth and development plans) and support their decision making process.
The team accomplishes this mission through special projects, research and analysis, and other business development assignments focused on growth planning, improvements in the business model, evaluation of market development opportunities, talent strategies, and other key growth and performance factors.
The team is part of a Global Team that engages end-users in partnership with the Asset Management Learning & Development community. Its mission is to leverage regional know-how and insight to build and harmonize global training capabilities such as remote training technologies, content sourcing methodologies and communications & branding.
Description of Position
Besides the day-to-day delivery of training to the Private Bank’s employees, the EMEA Technology Trainer will work closely
with Private Banking and Technology partners and his/her peers to effectively design and deliver technology training.
He/she will effectively organize and facilitate the training process with the goal of improving proficiency in Connect and Workstation usage, driving adoption and contribute to provide meaningful training metrics to our key stakeholders and the Private Bank’s Technology senior leadership team. Additionally, he or she should aggressively and continuously suggest delivery options so that we reach as broad an audience as possible and maximize our Training relevance.
The successful candidate will be part of a global team and, on top of training delivery; he/she will routinely incorporate knowledge and best-practices of other regions. He or she will also be supporting the transformation of the Global Training team into a predictable, metric based and high performing team. We expect the successful candidate to be focused on continuous self-improvement especially in areas such as financial knowledge and Private Banking workflows.
Key responsibilities include
Develop and deliver high quality training to our User base (Front, Middle and Back office) – face to face and
Ensure timely delivery of training (new hire, release related and refreshers)
Work with business and IT partners to design workflow based training curriculums
Provide essential feedback on end user perception and usage
Suggest new ways to improve initial (new hire) and on-going Connect/Workstation functionality education globally for an
improved end-user training experience
Building and maintaining excellent relationships with internal clients and colleagues
Partner with Support team to identify efficiency synergies and opportunities to improve user experience
Relevant Training experience, preferably in the Financial Services industry
Team player – flexible; able to partner with others
Fast learner with proven track record of academic and practical skills
self-starter with the confidence to develop original thoughts and
identify business partners who can assist in work designed to drive
change within the organization
Ambition to learn new training skills and gain experience in areas including learning plans’ design, course
curriculums, preparation and presentation of material.
Excellent organizational and time management skills
Good level of Financial knowledge – and a willingness to develop further
Very strong oral communication and presentation skills – to ensure engaged and interactive learning experience
Very strong critical thinking and strategic conceptualization skills
Strong financial and data analysis capabilities, with strong ability to develop and pursue business insights and
Strong ability to create clear, concise documents (including strong Excel and PowerPoint skills)
Communication - Demonstrate the ability to communicate clearly and concisely