About the Wealth Management Institute (WMI):
Established in 2003, the Wealth Management Institute (WMI) is committed to building capabilities for investing in a better tomorrow. Founded by GIC and Temasek, our vision is to be Asia’s Centre of Excellence for wealth and asset management education and research. WMI is appointed as Singapore’s Lead Training Provider for Private Banking by the Institute of Banking and Finance Singapore (IBF) and supported by the Monetary Authority of Singapore (MAS).
WMI provides a comprehensive suite of practice-based certification and diploma programmes and collaborates with leading universities for master’s qualifications. With over 20,000 annual enrolments, WMI provides training in asset management, wealth management, compliance, risk management, family office, as well as the development of the next generation across more than 100 programmes.
WMI helms the Global-Asia Family Office Circle, a network platform that fosters a trusted environment to build capabilities and community in the family office sector. WMI also leads the Impact Philanthropy Partnership, a joint initiative with the Private Banking Industry Group (PBIG) and supported by the Monetary Authority of Singapore (MAS).
Key Responsibilities:
This is a 6-month contract role responsible for:
1. Data Management
- Provide data analytic insights on leads generation.
- Organize administrative materials to ensure proper documentation and comply with relevant governance policies.
- Provide data analytic insights on actual learning outcome of programmes.
2. Learning Experience
- Assist with periodic review of operation and learning processes, and propose solutions to manage process gaps.
- Support in research and needs analysis of industry trends and demands.
- Constantly seek ways to improve learning experience of participants and achieve strong programme ratings.
3. Programmes Management
- Support the development of business strategies and tactics to drive program growth and revenue generation.
- Support the development and maintenance of program documentation, including project plans, reports, and progress updates.
- Assist in monitoring and tracking program budgets, expenses, and resource allocations.
- Provides on-site support during programs.
- Undertake additional tasks and projects as assigned by the program management team.
- Provide client and participants all required information before, during and after the programme. Includes and not limited to funding and certification eligibility, pre-admission/attendance/assessment criteria, pre-class work(online learning or pre-reading materials) etc.
- Work with client and faculty to schedule the training and ensure are pre-programme activities are completed such as venue & catering, online learning is activated, learning technology platforms are enabled for non face-to-face, training materials are ready and verify participants details are accurate for enrollment and certification.
- Oversee the programme to ensure trainer or participants needs are meet and ensure smooth face-to-face or virtual delivery.
- Possess relevant knowledge of programme, admission, certification and funding criteria to form the first point of contact for clients, trainers and participants
Requirements:
Minimum Education Qualifications: Degree from a recognized University; ACTA or equivalent qualification will be an advantage.
Experience: At least 2 to 3 years of working experience in managing, organising, or delivery of training programmes or events. education institution or industry-leading organizations. Fresh graduates with a positive aptitude and good academic results are also welcomed to apply.
Knowledge, Skills and Abilities:
- Exhibit positive attitude and energy to drive programme, client and service excellence.
- Proficient with digital platforms and able to handle technology with ease
- Meticulous, fast learner and able to work independently with minimal supervision; shows great initiative
- Strong interpersonal skills and EQ, well-groomed with pleasant disposition
- Able to multi-task while remaining meticulous with a good eye for details, detail-oriented with good communication skills and excellent language skills, both verbal and written
- High situational awareness with strong interpersonal skills, excellent team player
- Able to manage, plan, organise and deliver programmes independently with minimal supervision
- Proficient in MS Office (Powerpoint, Excel, Word), Zoom and Teams
