
Wealth Management Learning Specialist | Cape Town
Job Purpose:
Our client is looking for an exceptional Wealth Management Learning Specialist who is committed to developing their potential, have a strong individual performance and thrive in a collaborative environment. As a successful candidate you would be responsible for the following:
- Enabling learning and development for the company’s stakeholders through analysis, design, development, implementation and evaluation of learning solutions in order to achieve the company's strategic objectives.
- Facilitate sensemaking on business imperative and strategic objectives to identify and deliver appropriate solutions.
- Build and maintain relationships with internal stakeholders through consultation, understanding their requirements and accommodating needs.
- Build and maintain relationships with external stakeholders by ensuring contracted deliverables are met.
- Monitor own performance by tracking delivery against scheduled activities and learning evaluations and taking corrective actions when required.
- Meet required business needs by engaging with business and determining the preferred method / medium of learning transfer.
- Determine if business areas would require change management interventions through analysis of current and (to-be) redesigned process maps.
- Plan utilization of resources.
- Design and deliver learning solutions leveraging strong instructional design skills and digital design tools.
- Adopt systemic problem-solving approach in identifying optimal learning solutions aligned to achieving business objectives.
- Curate learning solution using existing content platforms with delivery meeting business needs.
- Apply L&D practices by keeping abreast of industry trends (Financial sector and Education, training and Development) and legislative requirements.
- Make recommendations to business by identifying trends and providing feedback on identified success factors, risks and gaps.
- Ensure accuracy of learning material content about product, processes, systems and legislative requirements.
- Matric / Grade 12 / National Senior Certificate
- Professional Qualifications/Honour’s Degree
- Relevant National Diploma in HR (4 year) or 3-year Bachelor's Degree in HR specialization in Learning and Development
- ODETDP Diploma / certificate, qualifications in areas of specialization e.g., Asset Management certification.
- 2 - 5 years of relevant financial services industry experience with a focus on instructional design.
- Operational Decision Making
- Managing Work
- Customer Focus
- Communication
- Adaptability
- Technical/Professional Knowledge and Skills