programme catalogue 2017 china -...

1

The bankfor a changing

world

WHERE MINDS MEET

PROGRAMMECATALOGUE2017CHINA

2

LEARNING AND DEVELOPMENT FRAMEWORK There are four pillars on which Learning and Development is built on:

CAPABILITYDrive core capabilities and know-how to accelerate business success and improve the productivity and performance of the talent pool

• People• Sales & Client Management• Product / Technical• Process

INNOVATION / GROWTH

Leverage L&D mechanisms to spur new thinking, innovation and growth in APAC

• Change Management• Innovation/Think-tanks• Transformation

Near Term Long Term

People Outcomes

Business Outcomes

CULTUREShape and align talent with the ONE BANK culture and values of the bank... increase employee commitment to and engagement with the bank

• Compliance & Conduct• New Entrants & One Bank• Diversity & Inclusion

FUTURE READINESSAccelerate key talent progression along the pipeline... enhance the succession slate for key roles across the enterprise

• Graduate Development• APAC Talent Programme• Senior Leadership

3CONTENT

INNOVATION

CAPABILITYPEOPLE

PROCESS

SALES & CLIENT MANAGEMENT

GROWTH - INCUBATORS

CAPABILITY> PRODUCTS/ TECHNICAL

• Communication: Your Key to Success

• Intercultural Communication in the Workplace

• Managing for Success

• Power Up Your Business Writing Skills

• Presentation Skills

• AT2 Functional Overview Training

• Advanced pControl – Cash & Rebalancing

• Advanced pControl – Unit Pricing

• Excel Level 1

• Excel Level 2

• IT Security Master Class

• Consultative Selling Skills

• Innovation and Team Building Workshop

• CIBBootCampforBackOffice

• CIB Boot Camp Product Training

06

07

08

09

10

13

14

15

16

17

18

19

20

11

12

5

CAPABILITYPEOPLE • CAPABILITY> PRODUCTS/ TECHNICAL • PROCESS • SALES & CLIENT MANAGEMENT

INNOVATIONGROWTH - INCUBATORS

PEOPLECommunication: Your Key to Success Intercultural Communication in the WorkplaceManaging for SuccessPower Up Your Business Writing SkillsPresentation Skills

CAPABILITY> PRODUCTS/ TECHNICAL

SALES & CLIENT MANAGEMENT

GROWTH - INCUBATORS

0607080910

CIBBootCampforBackOfficeCIB Boot Camp Product Training

Consultative Selling Skills

Innovation and Team Building Workshop

1112

19

20

PROCESSAT2 Functional Overview Training Advanced pControl – Cash & Rebalancing Advanced pControl – Unit Pricing Excel Level 1Excel Level 2IT Security Master Class

131415161718

6 PEOPLECommunication: Your Key to SuccessThis programme helps participants appreciate the limitation of poor communication skills and how overcoming them can cultivate more productive relationships at work and at home.

> PEOPLECAPABILITY

• Identify the main challenges in communication, and how to overcome them• Make great connections by making your first impressions count• Develop door-opening and paraphrasing skills to make great conversation• Sharpen your active listening skills and make every exchange more productive• Improve impact through careful speech habits• Appear confident and relaxed through appropriate body language• Improve relationships by using empathy and assertiveness• Become more effective when dealing with difficult situations and conflict

Learning Objectives

• Understanding your role in team communication• Words, voice and body language• Improving your listening and speaking skills• Improving your assertiveness in communication• Ongoing learning and conclusions

Course Outline

Duration1 day

Pre-requistiesNot required

Target AudienceStaff who need to improve their communication skills

Competencies AddressedCommunication Skills

PROGRAMME CATALOGUE 2017-CHINA

6

7PEOPLEIntercultural Communication in the WorkplaceThe program focuses on exposing participants to basic issues and attitudes needed to cultivate intercultural awareness, tolerance, adaptation, and competence, typical areas of cross-cultural misunderstanding between Chinese and business partners from other nations, interaction via cases reflecting verbal and non-verbalcommunication challenges across cultures, and seeks to promote the clarification of one’s personal andcorporate identities and values in business contexts.

• Expose participants to basic issues and raise their awareness of intercultural issues• Enhance the participants’ understanding through summaries of relevant intercultural issues• Become motivated to develop themselves as better intercultural communicators

Learning Objectives

• Intercultural Communication Video• Bias and Unconscious bias• Case Studies

Course Outline

Duration1 day

Pre-requistiesNA

Target AudienceStaff who want to cultivate and improve intercultural communication competence

Competencies AddressedNA


7

> PEOPLECAPABILITY

8 PEOPLEManaging for SuccessThis programme helps participants acquire fundamental management skills needed to adapt management styletodifferentsituationsandtoidentifytheirspecificaddedvaluetotheirteam.

> PEOPLECAPABILITY

• Acquire and consolidate fundamental management skills to be able to adapt your style to different situations• Explore and become familiar with the key managerial roles and behaviours underpinning the Bank’s strategy• Engage in a development plan as a personal contract for change

Learning Objectives

Managerial expectations: • Exploring and identifying one’s own management profile

Key management issues• Adapt management style to people and situation• Levers to individual motivation• Team dynamics• Managing performance

Course Outline

2 days

Pre-requistiesNA

Competencies AddressedDeveloping CollaboratorsGenerating engagement/inspiring othersImpactManaging in a positive way

8

Duration

Target AudienceManagers and team leaders

2 days


9PEOPLEPower Up Your Business Writing SkillsThisprogrammehelpsparticipantsappreciatemainproblemsintoday’sbusinesswriting,andwillequipthemwithdifferentwritingstylestoensuretheirmessagesyieldresults.

• Identify old-fashioned phrases, and standard overused jargon• Use modern business language to compose business correspondence• Applying the main rules of good business writing• Structure documents logically using a 4 Point Plan• Using consistent layout• Enhance e-mail communication skills• Compose effective letters, memos, faxes, e-mails and other documents• Ensure your messages are read, understood, remembered, and get results

Learning Objectives

• Purpose and readability• Plain English, active or passive voice, grammar• Mind mapping for document planning• Image, language and tone• Punctuation• Structure and layout, including front-focus• Effective business writing – value to the reader• Business letters• Emails, including the BNPP email protocols• Short reports• Evaluation and self-editing of documents

Course Outline

Duration2 days

Pre-requistiesNA

Target AudienceStaff who need to improve their business English writing skills


9

> PEOPLECAPABILITY


10 PEOPLEPresentation Skills This programme focuses on planning and delivery skills for informative or persuasive presentations, enhancing anindividual’sabilitytocommunicatewithgreaterconfidence,controlandflexibility.Presentationstylesarefine-tunedtodevelopagreaterabilitytoinform,influenceandconvince.

> PEOPLECAPABILITY

• Purpose of the Programme is to learn and implement an effective approach to informing, persuading, and inspiring people to a desired course of action, behavior, and decision making

• Participation in the Programme will enable participants with the knowledge, techniques, and methodology to communicate their business presentation

Learning Objectives

1) The “STORY” Workshop2) The “SENSATION” Workshop3) The “SPIRIT” Workshop 4) The “Q & A” Workshop 5) The “PRACTICE” Workshop

Course Outline

2 days

Pre-requistiesNA


10

Duration

Target AudienceStaff who need to make public presentations to staff or clients

2 days


11

Learning Objectives

Course Outline

Duration

Pre-requisties

Target Audience

Competencies Addressed

11


> PRODUCTS/ TECHNICAL

CAPABILITYCIBBootCampforBackOfficeThe goal of this programme is to give back office a better understanding of Corporate Banking & CashManagement Services and Treasury & Risk Management

• Understand the fundamentals of Corporate Banking its products and Services and the structure of the organizations• Evaluate strategy and risk management capabilities including Basel capital and liquidity requirements• Understand the importance of the Cash Management and Treasury Management functions of the bank

Day 1 – Corporate Banking & Cash Management services: Session 1 - Introduction to Corporate Banking- Corporate Banking Products & ServicesSession 2- Roles of Front office, middle office and back office- The Credit delivery cycle- Role of operations in the credit delivery cycle Session 3- Case studies on role of operationsSession 4- Cash Management Services

Day 2 - Treasury & Risk ManagementSession 1- Treasury Management FunctionsSession 2- Risk ManagementSession 3- Importance of compliance- Basel norms of banksSession 4- Case studies on global operations failures

PRODUCTS/ TECHNICAL

2 days

NA

All staff of CIB, especially staff of back office such as OPS

NA

12 PRODUCTS/ TECHNICALCIB Boot Camp Product Training

> PROCESSCAPABILITY

By the end of this course, participants will be able to: • Identify macro-economic drivers of the real global economy and how they are reflected in the pricing of financial instruments • Describe the monetary transmission mechanism and the role of banks in financial intermediation • Distinguish between different types of bank – commercial, investment and universal banks - and the marketplace in which they operate • Recognise the current state of the banking industry and the regulatory pressures on the industry • Understand Bond and Equity markets and the differentiate between bonds and loans • Describe the primary markets, both Debt and Equity and the motivations and methods of capital raising in these markets • Evaluate the potential needs of a corporate client at different stages of their lifecycle – M&A advice and event financing • Analyse corporate hedging needs in the secondary markets – credit and commodity price hedging • Recognise the role of credit derivatives in the financial crisis The workshop will be practical and involve exercises for the participants to reinforce learning.

Learning Objectives

Day One Module One Financial Markets and the Real Economy

Module Two The Banking System and the Banking Industry

Module Three Bond Markets and the Yield Curve

Module Four Equity Markets

Day Two Module One Primary Markets – Debt

Module Two Primary Markets – Equity

Module Three Credit Derivatives

Module Four Commodity Derivatives

Course Outline

12


Pre-requistiesNA

Competencies AddressedUnderstanding the Business environment

Duration

Target AudienceAll staff of CIB including front office and support staff of up to 3 years’ experience

2 days

13PROCESSAT2 Functional Overview Training

13

> PROCESSCAPABILITY


TheprogramhelpstounderstandtheefficientworkingofATLAS2.

• Build and enhance Atlas2 General Knowledge among the participants, covering all key features, products and transactions• Expose participants to Atlas2 various key transactions through online demo and practical exercise, referring to the concepts learned• Help participants to learn and enhance general banking concepts

Learning Objectives

• Atlas2 General Concepts• Atals2 Petals – Integrated and interfaced• Atlas2 parameterization tool - GESTAB overview• Atlas2 Jurisdiction Overview• Atlas2 Clients• Atlas2 Accounts• Facilities Management• Atlas2 Accounting Day Overview• Core Banking Knowledge Management, sharepoint portal Overview• Atlas2 Evolutions

Course Outline

Duration5 days

Pre-requistiesNA

Target AudienceBack office Operations team, IT teams, Business Analyst, Finance team, Testing team, New joiners, Graduates (Note: participants can choose to attend any module they are interested in)


14 PROCESSAdvanced pControl – Cash & Rebalancing This program will enable participants to gain basic understanding of pControl – Cash & Rebalancing Process.> PROCESS

CAPABILITY

• Understand the Cash & Rebalancing Process – End to End Learning Objectives

• pControl Interface with HiPort, TA, DWH - Flow diagram• Cash & Rebalancing Input • Cash and Rebalancing Output • pControl Configuration to manage the cash allocation • Detailed look and analysis of each of the main Phases and Segments of Cash & Rebalancing process

Course Outline

14


Pre-requistiesNA


Duration

Target AudienceAll Staff / users of Hiportfolio

4.5 Hrs

15PROCESSAdvanced pControl – Unit Pricing

15

> PROCESSCAPABILITY


This program will enable participants to gain basic understanding of pControl – Unit Pricing Process

• Understand the Unit Pricing Process – End to EndLearning Objectives

• pControl interactions with HiPort, TA, DWH - Flow diagram• Multi class vs Single class pricing • Master Custody VS STOM• What is needed prior to pricing - pricing Dependencies• Understanding the calculations behind the scene when the unit pricing process is run • List of the main Phases and Segments of unit Pricing calculations• Detailed look and analysis of each of the main Phases and Segments of Unit Pricing calculations (example)

Course Outline

Duration3 Hrs

Pre-requistiesIntroduction to pControl +Advanced pControl Cash & Rebalancing

Target AudienceUsers of pControl

Competencies AddressedList 3 or 4 cometencies addressedby the programme

16 PROCESSExcel Level 1Participantswillgainthenecessaryskills tocreate,edit, formatandprintbasicMicrosoftOfficeExcel2010worksheets.

> PROCESSCAPABILITY

Upon successful completion of this course, participants will be able to:• Explore the Excel 2010 environment• Work with an excel worksheet by entering and selecting the data in it. You will also save the data in the worksheet• Modify a worksheet• Perform calculations• Format a worksheet• Develop a workbook• Print workbook contents• Customize the layout of the excel application window

Learning Objectives

• Exploring the Excel Environment• Working with an Excel Worksheet• Modifying a Worksheet• Performing Calculations• Formatting Worksheets• Developing a Workbook• Printing Workbook Contents• Customizing Layout

Course Outline

16


Pre-requistiesNA


Duration

Target AudienceAll staff who want to be more proficient in constructing spreadsheets

1 day

17PROCESSExcel Level 2

17

> PROCESSCAPABILITY


Participants will apply visual elements and advanced formulas to a worksheet to display data in various formats.

Upon successful completion of this course, participants will be able to:• Enhance the workbook• Automate workbook creation by using templates• Organize data using tables• Create and modify charts• Analyze data using pivot tables and pivot charts• Work with graphic objects• Calculate with advanced

Learning Objectives

• Enhance the workbook• Automate workbook creation by using templates• Organize data using tables• Create and modify charts• Analyze data using pivot tables and pivot charts• Work with graphic objects• Calculate with advanced formulas• Sort and filter data

Course Outline

Duration1 day

Pre-requistiesNA

Target AudienceAll staff who want to be more proficient in constructing spreadsheets


18 PROCESSIT Security Master Class

> PROCESSCAPABILITY

18


The digital age has brought numerous challenges to business - the rise of social media; impacts on personal privacy; data protection and internet fraud issues. It changes our daily work and daily lives to the way we work, whetherattheofficeorhomeorontheroad.Thisprogrammeshowsyouthewaytomasteranddiveintothenew challenges of IT.

• Understand how Cyber Security can impact daily life and what can be done to keep ourselves out from cyber threats• Have a good overview of the regulatory requirments on technology risk management and regulator’s expectations to adopt sound practices and processes for managing technology• Understand the emerging risks and trends in the financial institutions and impacting BNPP• Learn how to change culture and behavior to minimize Conduct Risk

Learning Objectives

• Cyber Security• Confidentiality Obligations & Data Protection• APAC Regulations on Technology Risk Management• Emerging Risks and Trends• Conduct Risk Management• Case Studies

Course Outline

Pre-requistiesNA

Competencies AddressedKnowing how to use ITRisk Management

Duration

Target AudienceITO staff

1 day

19SALES & CLIENT MANAGEMENT

Focus on Me-Us-It• Me. How to be personally resourceful and at our best more often at each stage of the sales process• Us. How to build a long term partnership relationship with the client• It. How to be focused on strategic business outcomesLearn how to lead relationships using See-Hear-Speak• Understand tools and techniques to enable you to make the key difference in customer perception• Create an appropriate degree of positive image, at both the personal and organization level• How to build an effective sense of trust and understanding• Use a consultative approach to establish the clients’ needs• How to fully understand the clients overall position• Learn how to listen at a level to uncover new possibilities• Discover the power of an approach founded on a clear sense of joint purpose• Focus on service for the client• Learn how to effectively agree on solutionsPractice and experimentation• Practice new techniques and experiment with different strategies and approaches in a stretching, safe, business based environment• This course culminates in a customer meeting simulation

Course Outline

>SALES & CLIENT MANAGEMENT

CAPABILITYThisprogrammeisthefirstofa3-partseriesthathelpsrelationshipmanagerscomeupwithwinningsalesstrategies through consultative methods.

• Build long-term relationships with clients• Be seen as trusted by clients• Fully understand the clients’ needs with a consultative approach• Understand and apply selling based on clients’ needs

Learning Objectives

Consultative Selling Skills

19

Duration2 days

Pre-requistiesNA

Competencies AddressedClient FocusCommercial attitudeStrategic Vision

Target AudienceAll client-facing staff


20


GROWTH - INCUBATORSInnovation and Team Building Workshop

> GROWTH - INCUBATORS

INNOVATION

• 心态：愿意突破常规思维，开拓思路，培养创造性思维• 技能：掌握批判式思维、打破思维范式、产生创意的工具、创造性问题解决的流程• 应用：能产生大量创意和创新解决方案，建立创新的文化，提高效率及业绩

课程效益

创新的意义• 思考创新的必要性• 理解创新与创造力的关联• 知道员工创造力与组织创新的关系创造性思维与创造力• 知道如何消除妨碍创造性思维的障碍• 运用全脑思维• 知道聚合性思维与发散性思维的区别• 能以批判式思维打破思维范式• 知道不同的思考风格，知道自己擅长用的思维风格产生创意的工具• 仿生学法• 强制关联法• 属性列举法• 质问法• 分解组合法• 两字关联词法• 头脑风暴创造性的问题解决• 了解传统的问题解决与创造性问题解决的差异• 合理应用创造性的问题解决：运用发散和聚合思维，力求寻找到真正关键的问题• 掌握创造性问题解决的流程成为创新型的员工与管理者• 知道创新者的角色，成为创新型管理者• 了解管理层在创新中的作用

课程纲要

课时1天

Pre-requistiesNA

目标受众营运部员工 (ITO staff, including staff at the branches)

创新性的思维将给企业带来绩效的突破，促进企业成长。创新性思维来源于放松的状态，知道个人的思维障碍，并能消除。在这样的状态下，配合创意工具与技巧，就能发挥出创造力。本课程一开始就让学员深刻了解创新的意义，增加学员用创新的思维去思考问题的意愿度。通过知道各种思维方式，能多角度去思考问题。再学习产生创意的工具和创造性的思维方式，能够在工作中灵活运用，取得突破。

20


21GROWTH - INCUBATORS

HEAD OF HUMAN RESOURCESChangwu LIU

Email address: [email protected]

Telephone number: 86 21 2896 2585

Lilly TANG

Email address: [email protected]

Telephone number: 86 21 2896 2569

Jan 2017

The bankfor a changing

world

programme catalogue 2017 china -...

Documents