Career

Be part of our dynamic team to champion professional standards of excellence in Hong Kong’s financial services industry and contribute to Hong Kong’s role as a leading international financial centre.

Find out more about the opportunities with us:

Assistant Manager, Education & Development (Ref: AM/EDD/HKSI/052022)

Key Roles and Responsibilities:

  • Supervise and handle on-site and administrative support for public Continuing Professional Training/ Development (CPT/ CPD) courses and seminars
  • Assist in public CPT/ CPD courses and seminars scheduling and implementation
  • Work closely with trainers on training logistics arrangement
  • Prepare regular and special reports and conduct market research, detailed analysis
  • Assist in preparing business plans, budgets, proposals, and evaluation reports
  • Facilitate/ moderate CPT/ CPD webinar sessions
  • Handle ad hoc tasks assigned by supervisors

Qualifications, Abilities and Experiences Required:

  • Degree or above in any discipline, preferably in business administrative or related disciplines
  • Minimum 5 years working experience, experience in education and training field is preferred
  • Well-organised; good coordination, interpersonal and communication skills; diligent and attentive to details with project management skills
  • Meticulous, presentable, and confident with initiative and outgoing personality
  • Ability to work collaboratively, taking a leading role where required and supporting where appropriate
  • Able to work under pressure, tight schedule, and on shift if required. Willing to work overtime work as needed
  • Good command of written and spoken English, Cantonese and Putonghua
  • Familiar with quality assurance as well as accreditation processes and requirements for SFC’s CPT, Insurance Authority’s CPD, MPFA’s CPD and Hong Kong Monetary Authority’s ECF will be an advantage
  • Experience in training schedules/ records planning and maintenance
  • Proficiency in MS Word, Excel, Power Point, and Chinese Word Processing (倉頡/速成)
  • Immediately available is preferred
  • Candidates with less experience may be considered as a junior position

For those who are interested, please send your resume with expected salary to the HR Manager via email to [email protected]

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

(Data collected will be used for recruitment purposes only)

Senior Administrative Officer, Education & Development (Contract) (Ref: SAO_C/EDD/HKSI/052022)

Key Roles and Responsibilities:

  • Assist in public Continuing Professional Training/ Development (CPT/ CPD) courses and seminars scheduling and implementation
  • Work closely with trainers on training logistics arrangement
  • Prepare regular and special reports and conduct market research, detailed analysis
  • Facilitate/ moderate CPT/ CPD webinar sessions
  • Work on shift to handle on-site and administrative support for public CPT/ CPD courses and seminars
  • Handle ad hoc tasks assigned by supervisors

 Qualifications, Abilities and Experiences Required:

  • Degree or above in any discipline, preferably in business administrative or related disciplines
  • Minimum 3 years working experience, experience in education and training field is preferred
  • Well-organised; good coordination, interpersonal and communication skills; diligent and attentive to details with project management skills
  • Meticulous, presentable, and confident with initiative and outgoing personality
  • Ability to work collaboratively, taking a leading role where required and supporting where appropriate
  • Able to work under pressure, tight schedule, and willing to work overtime work as needed
  • Good command of written and spoken English, Cantonese and Putonghua
  • Familiar with quality assurance as well as accreditation processes and requirements for SFC’s CPT, Insurance Authority’s CPD, MPFA’s CPD and Hong Kong Monetary Authority’s ECF will be an advantage
  • Experience in training schedules/ records planning and maintenance
  • Proficiency in MS Word, Excel, Power Point, and Chinese Word Processing (倉頡/速成)
  • Immediately available is preferred
  • Candidates with less experience may be considered as a junior position

For those who are interested, please send your resume with expected salary to the HR Manager via email to [email protected]

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

(Data collected will be used for recruitment purposes only)

Administrative Officer, Education & Development (Ref: AO/EDD/HKSI/052022)

Key Roles and Responsibilities:

  • Handle on-site and administrative support for events and training activities
  • Assist in backend administrative work
  • Handle enquiries and complaints via phone and/or email
  • Work on shift to provide administrative support for evening classes and client trainings (weekday evenings or weekends)
  • Handle ad hoc tasks assigned by supervisors

Qualifications, Abilities and Experiences Required:

  • Degree or above in any discipline, preferably in business administration or related disciplines
  • 1-3 years working experience; experience in customer service/ hospitality industry/ education & training field will be an asset
  • Well-organised; good coordination, interpersonal and communication skills; diligent and attentive to details
  • Meticulous, presentable, and confident with initiative and outgoing personality
  • Good team player and able to work independently with strong sense of responsibility
  • Able to prioritise and work in a busy and dynamic team
  • Able to work under pressure and tight schedule
  • Good command of written and spoken English, Cantonese and Putonghua
  • Proficiency in MS Word, Excel, Power Point, and Chinese Word Processing (倉頡/速成)
  • Hands-on experience in WebEx, Zoom or any virtual training platform is a plus
  • Willing to perform overtime work as needed
  • Immediately available is preferred

For those who are interested, please send your resume with expected salary to the HR Manager via email to [email protected]

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

(Data collected will be used for recruitment purposes only)

Digital Learning Developer, Education and Development (Ref: DLD/EDD/HKSI/032022)

Job Summary:

  • Involve in the development and deployment of digital learning solutions

Key Roles and Responsibilities:

Reporting to the Digital Learning leader, you will be an integral part of the team that provides instructional design and development on digital learning solutions and advise multi-media tools and platform.

You will be responsible for the following key areas: 

  • Develop digital learning projects based on course design
  • Consult with the design team to derive specifications of digital learning projects and advise on the development approach or method and tools
  • Manage digital learning projects including liaising with various stakeholders and vendors
  • Prepare and develop User Acceptance Testing (UAT) plan, coordinate and administer UAT and pilot runs of learning related systems or tools and perform testing where required
  • Perform research and test new digital learning development tools or multi-media deployment systems, approaches, methodologies and to recommend the acquisition of appropriate tools and system
  • Be the key contact and work closely with clients, system vendors and internal IT department to resolve all system related issues
  • Identify technical, operational and functional problems of digital learning tools and multi-media platform, troubleshoot identified problems, recommend and implement appropriate solutions to solve those problems

Skills, Abilities and Experiences Required: 

  • Strong project management skills and proven experience in managing system development and enhancement and/or elearning / digital learning development projects
  • Proven experience in elearning / digital learning development using Articulate Storyline and hands-on experience in commonly used elearning / digital learning development tools and technology
  • Have good knowledge of LMS standards e.g. AICC, SCORM, etc and experience in web application testing, developing test documents and managing user acceptance test will be an advantage
  • Proficient in MOOC, Flipped Classroom, CSS, Adobe Premiere, Illustrator and Photoshop, basic 3D software (e.g. 3ds Max, Unity), Vyond, and other related IT applications or system will be an advantage
  • Good command in English and Chinese, both written and verbal. Fluent in Putonghua will be an advantage
  • Good team player and able to work independently with strong sense of responsibility and loyalty
  • Ability to work in a dynamic environment and under pressure
  • Ability to work collaboratively, taking a leading role where required and supporting where appropriate

Requirements: 

  • At least Bachelor’s degree or equivalent in Information Technology in Education or related disciplines
  • At least Two (2) years of experience in website or elearning / digital learning development. Candidates with less experience may be considered as a junior position and fresh graduates are also welcomed

For those who are interested, please send your resume with expected salary via email to [email protected].

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

(Data collected will be used for recruitment purposes only)

Senior Manager, Membership and Outreach (Ref: SM/MOD/HKSI/022022)

Job Summary:

Reporting to the Director of Membership and Outreach Department, the appointee is responsible for developing and implementing marketing programmes, performing data analysis and managing processes related to membership admission, engagement and retention, with the objective to grow a vibrant membership community within the financial services industry.

Key Roles and Responsibilities:

  • To assist senior management to develop and implement a strategy focusing on membership and income growth through engagement, qualification, training and loyalty programmes
  • To design and manage various programmes, including mentoring, award schemes, sponsorship, career talks, briefing sessions, talent development initiatives for different segments to ensure members’ satisfaction and strengthen their affiliation with the Institute
  • To develop membership referral, renewal and retention programmes, monitor the execution process to achieve the defined objectives
  • To manage membership end-to-end processes including the handling of disciplinary cases, membership data management and work with IT for system enhancement  
  • To conduct periodic reviews of the Institute’s membership structure, requirements, admission policy, review and assurance process
  • To promote membership benefits and service packages for conversion of existing users to members through enhanced user experience
  • To serve on committees, working groups, taskforces and 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 lead analytics, synthesize membership data into comprehensive reports for internal use and external presentation
  • To handle any projects being assigned by Department Head

Qualifications, Abilities and Experiences Required: 

  • Degree holder in marketing or business administration with an understanding of local financial market
  • Familiar with Personal Data (Privacy) Ordinance and database management
  • Good writing and presentation skills in English and Chinese (Cantonese and Putonghua)
  • Outgoing, presentable manner, good interpersonal skills, attention to details, commitment to a high level of customer service
  • Ability to prioritize and follow through effectively
  • Minimum 10 years’ relevant experience with 4 years at managerial level
    *Candidates with less experience will be considered as Manager
  • Team player and able to perform multi-tasks in a fast-paced, dynamic environment
  • Proficiency in MS Office applications: Word, Excel, PowerPoint, Photoshop and video editing software
  • Previous working experience in customer service/ hospitality industry/ membership organisation will be an asset

For those who are interested, please send your resume with expected salary via email to [email protected].

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

(Data collected will be used for recruitment purposes only)

Senior Marketing Officer, Membership and Outreach (Ref: SMO/MOD/HKSI/052022)

Key Roles and Responsibilities:

  • To design, execute and manage membership acquisition, engagement and outreaching projects including budget preparation, online and offline promotion, recruitment, regular reporting, data analysis and evaluation of performance
  • To organise webinars, events and programmes including pre-event preparation, onsite management and post-event follow up
  • To create and optimise member/user journeys across key digital touchpoints for effective engagement
  • To collaborate with internal teams and liaise with external stakeholders and provide logistics and operational support for the team to facilitate successful project execution
  • To produce marketing materials including copy writing (Chinese and English), presentation decks, sales kits, evaluation reports, eDMs and video clips etc.

Qualifications, Abilities and Experiences Required: 

  • University Degree in Marketing, Business, or other related discipline
  • At least 5 years working experience. Agency experience is an advantage.
  • Good attention to details and strong organisational skill as well as having good acumen in marketing, communication, problem solving and time management
  • Be responsible, mature, self-motivated, able to work independently, handle pressure well, and willing to work overtime
  • Passionate about outreach work
  • Pleasant personality and a committed team player
  • Good command of written and spoken English, Cantonese, and Putonghua
  • Proficient in Microsoft Office tools and Chinese Word Processing
  • Familiar with photo editing (e.g., Adobe Photoshop, illustrator, etc), video editing (e.g., Adobe Premiere), online meeting platform (e.g., CISCO Webex, MS Teams, Zoom), email marketing tools (e.g., Mautic) and data visualization tool (e.g., PowerBI)
  • Immediately available is preferred

For those who are interested, please send your resume with expected salary via email to [email protected].

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

(Data collected will be used for recruitment purposes only)

Manager, Corporate Communications (Ref: M/CEO/HKSI/032022)

The Manager will be an integral part of the Corporate Communications team, driving and supporting the HKSI Institute’s communications strategy. He/she will be responsible for developing and implementing initiatives to enhance the Institute’s brand equity and affinity.

Key Roles and Responsibilities:

  • Develop compelling and impactful messages to promote key service offerings through both online and offline communication, including through eDM, monthly eNewsletter, social media, annual report etc
  • Drive and enhance the Institute’s brand positioning through various initiatives to grow the Institute’s network and professional community
  • Plan and organise signature events, including sponsor, vendor, and event logistic management
  • Build and maintain strong relationship with the media and industry stakeholders, including through media interviews and engagements with regulators, professional associations etc

Skills, Abilities and Experiences Required:

  • A degree major in Business Administration, Communications, Digital Marketing or related field
  • A minimum 8 years of working experience in marketing communications or public affairs in the financial services industry, with at least 2 years in a supervisory or managerial role
  • A good team player, action-driven, results-oriented, creative, attentive to details and has strong interest in exploring new ideas
  • Strong knowledge in digital marketing, with proven know-hows to reach targeted audience
  • Passionate about delivering quality and distinguished content to stakeholders
  • Good track record in managing multiple concurrent projects, from organising hybrid events to producing corporate materials etc
  • Good command of written and spoken English, Cantonese and Putonghua, and able to produce urgent communication on demand

For those who are interested, please send your resume with expected salary via email to [email protected].

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

(Data collected will be used for recruitment purposes only)

Assistant Accountant, Corporate Affairs (Ref: AA/CAD/HKSI/022022)

Job Summary:

The Assistant Accountant provides essential day-to-day accounting support to the Finance Manager in processing payment and maintaining accounts payable, preparing financial statements and accounts, budgeting and forecasting.

Key Roles and Responsibilities:

Reporting to the Finance Manager, you will be an integral part of the team and will be responsible for the following key areas:

  • Input journal entries to accounting system
  • Performing reconciliations of accounts
  • Processing payments and maintaining accounts payable accurately and timely
  • Liaison with banks and preparing bank reconciliation
  • Preparing ledger, accounts and financial statements for Finance Manager’s review
  • Preparing relevant financial analysis and audit schedules
  • Other daily accounting activities as instructed by the Finance Manager

Skills, Abilities and Experiences Required:

  • Degree holder of accounting or finance
  • Over 3 years’ relevant experience
  • Good understanding of accounting standard
  • Demonstrate strong learning capabilities
  • Able to work independently under pressure
  • Good language skill in English and Chinese, both written and verbal
  • Strong computer skills in Microsoft Office and Excel worksheet
  • Good team player
  • Excellent attention to detail

For those who are interested, please send your resume with expected salary via email to [email protected].

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

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 [email protected]

(Data collected will be used for recruitment purposes only)

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

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 [email protected]

(Data collected will be used for recruitment purposes only)

Trainers (Part-time) for Compliance or Risk Management Courses

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 [email protected]

(Data collected will be used for recruitment purposes only)

Home