Specialist: Training

Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients. Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions. In fact, wego far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem. To guide and strengthen the organisation’s learning and development efforts by conducting training and reviewing training outcomes, aligning development programmes with business needs, and encouraging continuous improvement. This role involves designing, delivering, and evaluating training for advisors, ensuring compliance, and building strong product and sales capabilities. The successful candidate will help equip advisors with the knowledge, skills, and behaviours needed to achieve sustainable risk‑sales results and contribute to long‑term business success. 2 - 3 years experience in a similar environment Minimum Qualifications Higher Certificates and Advanced National (Vocational) Certificates (NQF Level 05) in Human Resources Additional Qualifications Certified Financial Planner certificate will be advantageous Process Treat information as private and confidential and do not disclose to any parties unless required to do so by an authorised party. Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information. Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards. Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective. Facilitate the agreement of course outputs and measurement criteria of set solutions to ensure accuracy and timely delivery. Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures. Proactively solves problems, determines root‑cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation. Plan for own task execution and advises on improvements related to area of specialisation. Customer Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance. Finance Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation. Learning and Growth Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge. Contribute positively to own area‑specific knowledge improvement associated with area of specialisation. Governance Comply with and ensure the safekeeping of own work related records in alignment with organisational and legislative requirements. Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and elevate risks where necessary. Learning and Development Strategy (Basic) Research and Information Gathering (Basic) Reporting and Interpretation (Basic) Legal Compliance (HR) (Basic) Training (Intermediate) Customer Advice (Technical) (Basic) Professional/Technical learning (Basic) Organisation and Attention to Detail (Intermediate) Interpersonal Effectiveness (Basic) Problem Solving and Analysis (Basic) Teamwork and Cooperation (Basic) Communicating with Impact (Basic) Relationship Management and Networking (Intermediate) Customer Orientation (Basic) Insurance and Asset Management (IAM) is an equal‑opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities. Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409) #J-18808-Ljbffr