Careers

Job Purpose

This person is responsible for developing member value proposition programmes, including Continuing Professional Development (CPD) programmes and conducting CPD review compliance to support the Institute’s in promoting the highest standards of professional competence among its members.

Reporting Line

This position has a reporting line to the Director, Membership and Services.

Job Accountabilities

• Develop and execute membership value proposition strategies and programmes, including CPD programmes, to support the retention of membership.
• Engage with members and stakeholders via face-to-face or surveys to understand the needs of the membership and the types of relevant programmes/activities to be conducted.
• Engagement with strategic partners and vendors on the development and delivery of activities/programmes.
• Communication to the membership and stakeholders on value proposition programmes.
• Develop, review and execute CPD strategies, policies, processes and procedures relating to monitoring of CPD compliance and recognition of CPD learning activities.
• Lead discussions and coordinate with the respective learning divisions of financial institutions or other partner organisations on the recognition of their CPD learning activities for the benefit of members.
• Attend to enquiries on CPD, exemption applications and support the financial institutions with regular statistics on CPD to facilitate the monitoring of CPD compliance.
• Provide administrative support to the membership team and committee in undertaking the member value proposition strategy and CPD programmes in line with the framework.
• Generate membership data and reports for effective monitoring and to facilitate planning of membership activities.
• Assist with any other matters pertaining to membership as requested.

Candidate’s Personality Profile

• Confident, mature and pleasant personality.
• Ability to network with different levels of membership.
• Good interpersonal, writing and verbal communication skills.
• Ability to make responsible decisions.
• Meticulous and analytical.
• Must be proactive and able to work independently with minimum supervision.

Competencies and Academic Requirements

• Degree in business/finance/banking or a related discipline.
• 3 to 5 years of experience in developing and executing professional membership value proposition programmes, including CPD programmes and ensuring CPD compliance.
• Proficient in Microsoft Office and knowledge in customer data management systems.