Job Description

Introduction

Responsible for planning, coordinating, administering, and monitoring all learning and development initiatives for advisors. This role ensures structured capability development through regular training programs, compliance with licensing and CPD requirements, and effective administration of advisor-related learning records. The role plays a key part in supporting staff and advisor professionalism, regulatory compliance, and long-term career development.

Responsibilities:

1. Training & Development Coordination

Arrange, coordinate, and administer Vantage Point sessions every Monday. Coordinate speakers, facilitators, materials, venue (physical or virtual), and attendance tracking. Prepare training agendas, session outlines, and post-session summaries where required. Monitor advisor participation and engagement to ensure alignment with development requirements. Coordinate and arrange the training for staff development
2. Training Calendar Management

Develop, maintain, and manage the annual and monthly training calendar for advisors and staffs. Coordinate internal and external training program, including compulsory, developmental, and specialist trainings. Ensure timely communication of training schedules, updates, changes, and reminders to advisors and staffs and relevant stakeholders. Coordinate logistics such as registration, materials preparation, attendance lists, and post-training evaluations.
3. Advisor Licensing Administration

a) Licensing Registration

Handle end-to-end administration for advisor licensing registration, including new advisor onboarding registration to FIMM, SC & BNM Registration with relevant regulatory bodies and institutions Ensure all licensing documentation is accurate, complete, and submitted within required timelines.

b) Termination & Cessation Administration

Manage advisor licensing termination / cessation processes upon resignation, discontinuation, or termination. Ensure proper submission of termination documentation in compliance with regulatory requirements. Coordinate with Compliance and Operations teams to ensure accurate status updates.
4. CPD & Advisor Point Administration

a) CPD Tracking

Track and monitor advisors' Continuing Professional Development (CPD) points. Maintain up-to-date records of CPD points earned through internal and external training. Identify advisors at risk of CPD shortfall and escalate or follow up accordingly.

b) Advisor Point Administration

Administer and maintain the Advisor Point system, ensuring accurate recording of training attendance, CPD-related activities and development milestones Generate reports for management, compliance, and performance review purposes.
5. Reporting & Documentation

Prepare regular reports on:

a) Training attendance and participation rates CPD compliance status Advisor development progress Maintain proper documentation, records, and filing (physical and digital) for audits and internal review. Support internal audits, regulatory checks, and management reporting related to training and development.
6. Stakeholder Coordination & Support

Act as the main point of contact for advisors on learning, training, licensing, and CPD matters. Coordinate with Compliance on regulatory and CPD requirements, Operations on advisor status and records and Speakers, trainers, and external training provider. Provide administrative and logistical support for L&D-related initiatives, events, and programmes.

Academic Qualification

Bachelor's Degree in Human Resource, Education, Training & Development, Business Administration or Management or any related field. Professional Certifications (at least one is an advantage): Certified HRD Professional (CHRP / SHRM / CIPD) or HRDF Trainer Certification (TTT / Train-the-Trainer)

Skills / Competencies:

Strong administrative and organizational skills Good coordination and communication skills Familiarity with training administration, licensing processes, or CPD tracking (preferred) Proficient in Microsoft Office / Google Workspace and internal systems Ability to engage adult learners with varied backgrounds Understanding of financial advisory / sales learning needs (preferred) Ability to ensure consistency, quality, and relevance of training
Job Types: Full-time, Permanent

Pay: From RM2,500.00 per month

Benefits:

Additional leave Maternity leave Opportunities for promotion Parental leave Professional development
Ability to commute/relocate:

Kuala Lumpur: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):

How many years of experience do you have in Learning & Development or training-related roles? What is your expected salary?
Work Location: In person