Job Vacancies

Hong 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:

Examination Invigilator (Ref: EI/HKSI/082015)

The appointee will be required to:

  • Provide examination invigilation service for computer-based and/or paper-based examinations
  • Provide all necessary on-site administrative support including pre-examination and post-examination stage
  • Supervise and deliver training to new invigilators
  • Perform any other duties related to examination as assigned by the supervisor


  • Good written and spoken English, Cantonese and Mandarin
  • Computer literate
  • Good report writing, communication and/or supervisory skills
  • Have a proactive working attitude and to be a team player
  • Able to work on weekdays evening and weekend
  • Teaching and invigilation experience is an asset

The post will be offered on contract or part-time (on hourly rate) basis.

For those who are interested, please forward your resume with expected salary to the HR Manager, Hong Kong Securities and Investment Institute, Room 510, 5/F., Wing On Centre, 111 Connaught Road Central, Hong Kong or email to

A competitive remuneration package will be offered to the successful candidate.

(Data collected will be used for recruitment purposes only)

Corporate Communication & Marketing Manager (Ref: M/MOD/HKSI/122015)


  • Develop and implement a strategic and innovative approach to produce quality marketing and communication materials, including website content, annual report, in-house publications, speeches and articles
  • Coordinate with business units and external parties to design periodic and thematic promotion campaigns to meet business objectives
  • Prepare and supervise production of brochures, direct mailers, leaflets, promotional videos, photographs and multi-media programmes
  • Manage the overall presence, quality of content and navigation of the website to enhance stakeholder usage and engagement
  • Develop all the content elements of the website to ensure all information is up-to-date, comprehensive and well presented
  • Develop promotion and marketing campaigns via internet and social media to reach out to, and engage with, the professional community and targeted audience
  • Handle media enquires, researching, writing and distributing press releases to targeted media
  • Organise events including press conferences, exhibitions, open days and press tours
  • Handle any projects being assigned by the Business Head or Department Head


  • Possess a recognised university degree or equivalent in languages, marketing, journalism, communications or related disciplines;
  • Have 5 years of experience in marketing, prior experience as an editor or journalist is preferred
  • Online savvy with digital marketing knowledge
  • Strong visual design and typographical knowledge
  • Proven experience in website development and management, mobile application development
  • Good command of English and Chinese, excellent communication skills and writing ability (please provide 2 writing samples)
  • A good team player and be able to work independently
  • Proven ability to manage multiple projects and meet tight deadlines
  • Strong sense of responsibility and willing to work overtime
  • Self-motivated, with good interpersonal skills and good problem solving skills
  • Immediately available is an advantage

Candidates with less experience may be considered for the post of Corporate Communication & Marketing Assistant Manager.

For those who are interested, please forward your resume with expected salary to the HR Manager, Hong Kong Securities and Investment Institute, Rm 510, 5/F., Wing On Centre, 111 Connaught Road Central, Hong Kong or email to A competitive remuneration package will be offered to the successful candidate.

For more information of the HKSI Institute, please visit our website at

(Data collected will be used for recruitment purposes only)

Manager, Education & Development (Ref: M/EDD/HKSI/072015)

Job Description:

Reporting to the Executive Director of the Education & Development Department (EDD), you will be an integral part of a team that provides Continuing Professional Training/Development (CPT/CPD) programmes and learning consultancy services to our clients. You will be responsible for and/or assisting the EDD Executive Director in the following key areas:

  • Working closely with other senior training managers and key stakeholders to identify, formulate and execute training plan and programmes
  • Working closely with trainers and subject matters experts on design, development and deployment of learning solutions
  • Providing learning consultancy services to clients to help them identify the learning needs, design appropriate learning solutions and evaluate the effectiveness of the learning solutions
  • Preparing regular and special reports and conducting detailed analysis including business plans, budgets, proposals, research and evaluation reports
  • Leading ad hoc projects as assigned by senior management

Skills, Abilities and Experiences Required:

  • Solid experiences in identifying training needs, delivering, managing and evaluating training programmes
  • Proven experiences in providing learning consultancy services to clients or business partners
  • Proven experiences in instructional design of various types of learning solutions (e.g. classroom, elearn and/or blended learning solutions)
  • Familiar with different types of training and assessment tools for evaluating effectiveness of learning solutions
  • Strong writing and communication skills, both written and spoken English and Chinese
  • Good presentation, influencing, coaching and facilitation skills
  • Ability to work in a dynamic environment and manage change
  • Ability to work collaboratively, taking a leading role where required and supporting where appropriate
  • Strong project management skills
  • Familiar with quality assurance as well as accreditation processes and requirements

Qualification Requirements:

  • At least Bachelor’s degree or equivalent in Training & Development, Human Resources, or related relevant disciplines such as Information Technology Management, Business Administrative.
  • Professional qualification in learning and development will be an advantage
  • At least Five (5) years of experience in Learning & Development, Human Capital, Organisational Development, learning consultancy business or relevant experiences, preferably in the financial services industry
  • Two (2) years of managerial experience
  • Fluent in verbal and written English and Chinese (Cantonese). Fluent in Putonghua will be an advantage
  • Proficiency in PC skills such as Microsoft Office Word, Excel and PowerPoint, knowledge and experience using SQL & HTML scripting is highly preferred
  • Candidate who has experience in building/setting up learning management system and/or elearn platform is a great plus

For those who are interested, please forward your resume with expected salary to the HR Manager, Hong Kong Securities and Investment Institute, Room 510, 5/F., Wing On Centre, 111 Connaught Road Central, Hong Kong or email to

A competitive remuneration package will be offered to the successful candidate.

(Data collected will be used for recruitment purposes only)

Trainers (Part-time) (Ref: T/EDD/HKSI/122015)

As one of the leading SFC accredited professional training providers, we offer a variety of courses for public enrollment and customized in-house training for industry practitioners in Hong Kong and Mainland China. The Institute is now looking for highly qualified professionals to design and conduct training programmes in English, Putonghua and Cantonese. Areas of expertise include regulatory, industry and product knowledge of the following areas:

Trainers for Regulatory & Compliance(Part-time)

  • Overview of Securities and Futures Ordinance
  • Code of Conduct and Competency Requirements of Licensed Practitioners and Responsible Officers
  • Know Your Client, Anti-money Laundering, Insider Dealing, Disclosure of Interests, Fraud Prevention, Internal Control, etc.
  • Sales & Operation Compliance for various Investment Products
  • Legal & Regulatory Updates
  • CRS and FATCA
  • Preparatory Course for Paper 1 of SFC Licensing Examinations

Trainers for Private Wealth Management and Asset Management (Part-time)

  • Private Wealth Management Products and Services
  • Customer Relationship Management
  • Alternative Investments and Investment Management
  • Portfolio Management & Behavioural Finance
  • Wealth Planning, Philanthropy and Family Office
  • Mainland China PWM Market
  • Credit and Leverage
  • Risk Management, Compliance, Middle Office and Operations related to PWM Industry

Trainers for Investment Banking, Corporate Banking & Capital Markets (Part-time)

  • Corporate Finance, Merger and Acquisitions, IPO Listing & Equity Offering
  • Sponsors, Due Diligence & Independent Financial Advisers
  • Corporate Credit, Trade Finance, Cash Management, Corporate Restructuring
  • Equity and Debt Capital Markets
  • RMB Internationalization
  • Sales and Trading of Securities / Futures / Options/ Leveraged Foreign Exchange / Structured Products
  • Middle Office and Operations
  • Advanced knowledge on various OTC and Exchange Traded Products


  • Bachelor’s degree or above in Accounting, Business, Economics, Finance, Law or other relevant professional qualifications like ACCA, CAIA, CIIA, CIWM, CFA, CPA, FRM, CPWP etc;
  • At least 5 years of industry experience with minimum of 3 years relevant to the course delivered;
  • Good presentation skills;
  • Previous teaching / training experience is preferred.


1. Courses are usually offered on weekday evenings, or daytime on weekdays and Saturdays. For details of individual courses, please visit the HKSI website which currently shows the courses offered in the coming months.
2. Induction training will be provided for new trainers.

Interested parties please send your full resume indicating areas of professional expertise, academic and working experience, teaching language and time of availability for class delivery via email to or by post to Education & Development Department, Hong Kong Securities and Investment Institute, Room 510, 5/F, Wing On Centre, 111 Connaught Road Central, Hong Kong. Please mark "Confidential" on the envelope.

(Data collected will be used for recruitment purposes only)