Job Vacancies

ong Kong Securities and Investment Institute (HKSI) is a membership organization established in December 1997 for the securities and investment industry in the region.

Our vision is to champion professional standards of excellence in Hong Kong’s financial services industry and to contribute to Hong Kong’s role as a leading international financial centre.

The Institute is seeking high calibre individuals to fill the following positions:

Membership - Senior Manager / Manager (Ref: SM-M/MOD/HKSI/012017)

Responsibilities:

  • To assist senior management to develop and implement a membership strategy for volume and income growth
  • To conduct periodic reviews of the Institute’s individual and corporate membership structures, requirements, membership benefits and service packages for conversion of existing users to members as well as enhancement of user experience
  • To review applications, perform due diligence checks, monitor the membership databases and management information system
  • To design membership recruitment, referral, renewal and retention programmes and monitor the execution process
  • To manage and coordinate various programmes, including mentoring and young talent development programmes, for membership growth, engagement, retention, loyalty and outreach
  • To work with business units and external parties to design periodic and thematic promotion campaigns to meet membership development objectives
  • To develop and produce quality communication materials, including website content, social media channels and members only areas for loyalty and engagement purposes
  • To synthesise membership data into comprehensive reports for presentation at committee and board level
  • Event and project management
  • Handle any projects being assigned by the Business Head or Department Head

Requirements:

  • Degree holder in marketing or business administration with an understanding of local financial market
  • Familiar with Personal Data (Privacy) Ordinance
  • Excellent communication skills – interpersonal, writing and presentation in English and Chinese (Cantonese and Putonghua)
  • Minimum 8 years’ relevant experience with 3 years at managerial level
  • Team player with an eye for details, able to perform multi-tasks in a fast-paced, dynamic environment
  • Proficiency in MS Office (Word, Excel, Powerpoint)
  • Immediate availability is preferred

Candidates with less experience may be considered for the post of Membership Manager.

For those who are interested, please send your resume with expected salary via email to recruit@hksi.org.
A competitive remuneration package will be offered to the successful candidate

(Data collected will be used for recruitment purposes only)

Trainers (Part-time) for Financial Products and/or Capital Market Courses (Ref: T/EDD/HKSI/FP/022016)

Hong Kong Securities and Investment (HKSI) Institute is looking for part-time trainers to help deliver financial products and/or capital market related training courses(note a).

Requirements:
1. Bachelor’s degree or above in Economics, Finance or other relevant professional qualifications such as CAIA, CIIA, CFA, CA, CPA;
2. At least 5 years of industry experience in investment banking, corporate banking, corporate finance, treasury;
3. At least 2 years of training experience preferably in any of the following areas:
– Corporate Finance, Merger and Acquisitions, IPO Listing or Equity Offering, Private Equity
– Corporate Credit, Trade Finance, Cash Management, Corporate Restructuring
– Equity and Debt Capital Markets
– Various types of financial products
– Financial modelling
– New financial products in the industry and the associated risk management systems;
4. Able to deliver training in English, Cantonese and/or Putonghua

Note:
a) Courses are usually offered on weekday evenings, daytime on weekdays and Saturdays.

Interested parties please send your full resume indicating areas of professional expertise, academic and working experience, language capability and availability for class delivery via email to trainer_recruit@hksi.org

(Data collected will be used for recruitment purposes only)

Trainers (Part-time) for Private Wealth Management and Asset Management Courses (Ref: T/EDD/HKSI/WM/022016)

Hong Kong Securities and Investment (HKSI) Institute is looking for part-time trainers to help deliver Private Wealth Management (PWM) and/or Asset Management (AM) related training courses(note a).

Requirements:
1. Bachelor’s degree or above in Economics, Finance, Law or other relevant professional qualifications such as CPWP, CIWM, CFA, CAIA;
2. At least 5 years of industry experience in private wealth and/or asset management sectors;
3. At least 2 years of training experience preferably in one of the following areas:
– Private Wealth Management Products and Services (Hong Kong, Mainland China and Asia Pacific region)
– Asset Management Products and Services
– Customer Relationship Management
– Alternative Investments and Investment Management
– Portfolio Management & Behavioural Finance
– Wealth Planning, Philanthropy and Family Office
– Credit and Leverage
– Risk Management, Compliance, Middle Office and Operations related to PWM or AM industry sectors;
4. Able to deliver training in English, Cantonese and/or Putonghua

Note:
a) Courses are usually offered on weekday evenings, daytime on weekdays and Saturdays.

Interested parties please send your full resume indicating areas of professional expertise, academic and working experience, language capability and availability for class delivery via email to trainer_recruit@hksi.org

(Data collected will be used for recruitment purposes only)

Trainers (Part-time) for Compliance or Risk Management Courses (Ref: T/EDD/HKSI/CR/022016)

Hong Kong Securities and Investment (HKSI) Institute is looking for part-time trainers to help deliver compliance or risk management related training courses(note a).

Requirements:
1. Bachelor’s degree or above in Economics, Finance, Law, Accounting or other relevant professional qualifications such as CA, CPA, FRM;
2. At least 5 years of industry experience in roles or functions such as compliance, internal audit, AML, fraud investigation, Responsible Officer;
3. At least 2 years of training experience in topics such as
– Applicable compliance, legislative and regulatory standards related to securities and futures industry
– General law principles
– AML
– Fraud
– Cyber security
– Market misconduct
– Business conduct and ethical standards
– Risk management and control strategy
– Corporate governance
– Regulator regulatory, compliance and listing rules updates or recent development
– Basic regulatory framework of securities and futures industry
– Risk Management or Compliance related to middle and operations functions;
4. Able to deliver training in English, Cantonese and/or Putonghua

Note:
a) Courses are usually offered on weekday evenings, daytime on weekdays and Saturdays.

Interested parties please send your full resume indicating areas of professional expertise, academic and working experience, language capability and availability for class delivery via email to trainer_recruit@hksi.org

(Data collected will be used for recruitment purposes only)