Senior Training Expert
Posted:
28 August 2026 (6 days ago)
Application Deadline:
25 November 2026
Vacancies:
1 Vacancy
Job Summary
ACG3780JOB
Our client is a leading organization in the banking and financial services sector seeking an experienced professional to join their team.
L&D Workstream Leadership
- Take full ownership of the end-to-end Learning & Development workstream including scope definition planning resource allocation delivery schedules and the quality of all deliverables provided to the client.
- Lead and develop a small team of Relationship Manager Coaches across multiple locations establishing performance standards allocating responsibilities and reviewing the quality of team outputs.
- Represent the L&D workstream in program governance meetings with the consulting partner and senior client stakeholders including executive-level steering forums.
- Serve as the primary point of accountability for all L&D commitments within the agreed engagement scope.
Training Needs Analysis & Capability Framework
- Conduct comprehensive Training Needs Analysis across Relationship Managers Relationship Manager leaders and branch management populations using performance data field observations and stakeholder interviews.
- Develop a competency framework for affluent-banking Relationship Managers covering required knowledge skills behaviours proficiency levels and assessment criteria.
- Identify capability gaps and design structured learning journeys and curriculum architectures tailored to different roles and levels of seniority.
- Ensure the capability framework is aligned with the consulting partners target operating model sales processes and KPI framework.
Curriculum Design & Training Content Development
- Design end-to-end training curricula and detailed lesson plans for Relationship Managers Relationship Manager leaders and branch-level management.
- Develop complete training materials including facilitator guides participant workbooks presentation decks role-play scenarios case studies job aids assessments and evaluation tools.
- Ensure training content reflects practical affluent-banking activities including needs-based selling portfolio reviews client discovery wealth management products deposits insurance solutions investment funds bonds cards lending products and Relationship Manager portfolio management practices.
- Adapt global training content to the local market context and develop bilingual materials where required.
- Design a phased training calendar and delivery plan aligned with pilot implementation and subsequent branch rollout.
Train-the-Trainer Design & Certification
- Design a comprehensive Train-the-Trainer program to establish the clients internal pool of Relationship Manager Coaches and trainers.
- Develop complete Train-the-Trainer materials including trainer certification curricula facilitation standards coaching methodologies observation rubrics and structured feedback protocols.
- Personally facilitate Train-the-Trainer cohorts assess trainer candidates against defined certification requirements and certify candidates who meet the required standards.
- Establish recertification processes quality assurance standards and trainer performance monitoring mechanisms to maintain training quality following handover.
Classroom Facilitation & Leadership Enablement
- Facilitate training programs for branch leadership and Relationship Manager management audiences including sessions involving senior stakeholders.
- Deliver Train-the-Trainer cohorts and act as the master trainer and quality benchmark for the certified internal trainer pool.
- Provide on-the-job coaching live observation and post-training reinforcement throughout pilot and rollout phases.
- Adapt facilitation approaches for senior audiences effectively manage resistance to change and build stakeholder commitment to the new operating model.
Playbook Production & Knowledge Handover
- Develop the Relationship Manager Sales Playbook and the complete L&D deliverable package in accordance with high professional consulting standards.
- Manage document governance including version control review and approval workflows and final client acceptance of deliverables.
- Ensure all materials are original appropriately owned under the engagement and free from third-party licensing or intellectual property restrictions.
- Design and execute a structured knowledge-transfer plan including LMS-ready content packaging and formal handover to the clients internal training function.
Measurement Governance & Continuous Improvement
- Develop and manage a training effectiveness measurement framework covering participant reaction learning outcomes behavioural change and business impact.
- Connect learning outcomes with relevant business and program KPIs including assets under management growth deposit performance product penetration and Relationship Manager productivity.
- Prepare regular reports on L&D progress training coverage certification status and effectiveness for program leadership client stakeholders and the consulting partner.
- Establish structured feedback mechanisms and continuously refine training content between rollout waves based on classroom observations and actual field performance.
- Coordinate closely with the clients HR and Learning & Development teams to ensure alignment with internal academy standards budgets governance requirements and accreditation processes.
Requirements
Experience & Education
- Minimum 12 years of professional experience including at least 8 years in a dedicated Learning & Development training or capability-building role within banking or financial services.
- Proven experience at Head of Training Training Centre Manager Academy Director or an equivalent leadership level with accountability for a training curriculum portfolio and team management rather than classroom delivery alone.
- Demonstrated track record in designing and delivering training programs for affluent priority private banking or wealth management customer segments is mandatory.
- Strong Train-the-Trainer experience including designing certification programs and developing and certifying internal trainer or coaching pools.
- Hands-on experience developing complete training curricula and playbooks from the ground up supported by a strong portfolio of personally developed training materials.
- Proven ability to train engage and influence senior-level audiences including branch leaders department heads and equivalent stakeholders.
- Previous experience leading a team of trainers or coaches across multiple locations is required.
- Bachelors degree or higher preferably in Banking Finance Education Human Resources or another relevant discipline. A postgraduate qualification is considered an advantage.
- Professional Certifications
- Recognized Train-the-Trainer or Master Trainer certification is preferred.
- Professional certification in instructional design or Learning & Development is highly desirable.
- Professional coaching certification from a recognized international body is strongly preferred.
- Accreditation in assessment or personality profiling tools is considered an advantage.
- Professional qualifications in wealth management financial planning banking investment or securities are also advantageous.
- Candidates should disclose any licensed training programs or proprietary courseware they are accredited to deliver to ensure all materials developed under the engagement remain free from third-party intellectual property restrictions.
Technical Skills
- Strong expertise in instructional design methodologies such as ADDIE or SAM together with a solid understanding of adult learning principles learning taxonomies and blended capability-development models.
- Excellent command of facilitation techniques across classroom workshop and virtual learning environments.
- Ability to design robust assessments certification standards and observation frameworks supported by clearly defined and defensible scoring criteria.
- Good understanding of established training-effectiveness measurement methodologies and the ability to link learning outcomes with measurable business KPIs.
- Advanced content development capabilities including professional use of presentation and document-production tools and strong visual design skills for learning materials.
- Familiarity with e-learning authoring platforms and Learning Management System content packaging standards is highly desirable.
- Solid understanding of affluent-banking products relationship-based sales processes and Relationship Manager performance management.
Soft Skills
- Strong executive presence and the ability to establish credibility with senior banking stakeholders including executive-level governance committees.
- Excellent facilitation storytelling presentation and classroom management capabilities.
- Strong people leadership skills with the ability to establish standards review team outputs and develop the capabilities of a small coaching or training team.
- Highly structured detail-oriented and disciplined with a strong commitment to deliverable quality and deadlines.
- Strong coaching mindset with the patience and ability to build capability in others rather than relying solely on personal delivery.
- Excellent English communication skills with the ability to work directly with international consulting partners professional content senior counterparts and governance forums.
- Willingness to be based in the primary project location and travel to branches nationwide during pilot and rollout phases.
Nice to Have
- Previous experience working as an affluent priority or private-banking Relationship Manager or Relationship Manager leader before transitioning into Learning & Development is highly advantageous.
- Experience establishing or managing an internal banking academy or trainer certification program is preferred.
- Previous exposure to global consulting firms or on-site consulting delivery models is an advantage.
- Experience converting classroom-based training into blended or digital learning formats is desirable.
- Exposure to AI-assisted content development and learning design tools is considered an additional advantage.
Benefits
- Highly competitive compensation package positioned at the upper end of the companys delivery salary structure and negotiable for exceptional candidates.
- 13th-month salary together with performance-based bonuses.
- Full statutory insurance coverage in accordance with applicable employment regulations.
- Opportunity to contribute to a major transformation program involving a leading international consulting partner and a top-tier financial institution.
- Full ownership of the L&D workstream from capability framework development and curriculum design through to playbook completion and formal client handover.
- Direct exposure to senior client stakeholders and the opportunity to work according to high professional consulting and delivery standards.
- Clear opportunities for long-term career development and advancement within the organization.
- Collaborative supportive and high-performance working environment.
Contact: Giang Van and Gia Huy
Due to the immense number of applicants only shortlisted candidates will be contacted.