Career

Client Training Manager, Membership and Business Development (CTM/MBD/HKSI/032024)

Job Summary:

We are looking for a Client Training Manager who will be an integral part of a team that provides learning consultancy services to our clients.

Key Roles and Responsibilities:

  • Understand and identify the clients’ training needs
  • Design the appropriate training solutions and agree with clients’ the mechanism of measuring the training effectiveness
  • Identify the appropriate trainers and work closely with them on the design, development and deployment of the training solutions
  • Prepare the proposals, fee quotations, engagement letters, etc. 
  • Be the clients’ point-of-contact on their CPT / CPD planning and enquiries
  • Update the clients on the relevant public courses and maintain a good relationship with the clients
  • Handle other duties or ad hoc tasks assigned by the supervisors

Skills and Abilities Required:

  • Excellent interpersonal skills and communication skills, embrace feedback and strive for continuous improvement and excellence
  • A team player with a can-do attitude and self-motivated to deliver results in a face-paced environment
  • Well-organised, able to work on own initiative and supervise administrative staff
  • Familiar with local regulatory guidelines, e.g. SFC’s Competency and CPT Guidelines, HKMA’s Enhanced Comptency Framework (ECF), etc.
  • Good command of both spoken and written English and Chinese.  Fluent Putonghua is an advantage
  • Proficiency in Microsoft Office Word, Excel, Powerpoint and Chinese Word Processing (倉頡/速成)

Qualifications and Work Experience Required:

  • Bachelor’s degree or above in Human Resources Management, Professional Education or other related disciplines
  • Minimum 5-8 years of experience in a training and development role, with at least 3 years of managerial experience
  • Knowledge and experience in financial services industry will be an advantage

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 purpose only)

Digital Learning Developer, Education and Development (Ref: DLD/EDD/HKSI/022024)

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:

  • Work with and provide support to teams within the Education Development Department to deliver digital learning projects on time, to budget, and quality standards
  • Apply instructional design theories, practice, and methods to digital learning solutions
  • Collaborate with subject matter experts (SMEs) and multimedia designer to derive specifications of digital learning projects and advise on the development approach or method and tools
  • Write effective and engaging storyboards, video scripts, job aids and other materials based on course design
  • Create content such as videos and interactive quizzes/exercises in line with branding and proofread learning materials to ensure consistency
  • Manage digital learning projects including liaising with various stakeholders and vendors, and coordinate with internal IT department to resolve any system-related issues
  • Conduct quality assurance checks and pilot runs of online courses on the Learning Management System (LMS)
  • Stay appraised of the latest trends in learning design and development, and share instructional design best practices with the team in the spirit of continuous improvement

Skills and Abilities Required:

  • Strong knowledge of learning science and instructional design models, e.g., adult learning theory, ADDIE model, and Mayer’s Principles of Multimedia Learning, etc.
  • Strong project management skills and proven experience in managing system development and enhancement and/or eLearning / digital learning development projects
  • Proven experience in using Articulate 360 (e.g., Articulate Storyline and Rise 360) or similar course authoring tools is highly desired
  • Proficient in Adobe Creative Suite (e.g., Premiere Pro, Illustrator, Photoshop, and Audition), Vyond, and other related IT applications or system will be an advantage
  • 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
  • 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

Qualifications and Work Experience Required:

  • At least Bachelor’s degree or equivalent in Education, Information Technology in Education, or related disciplines
  • At least Two (2) years of experience in 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 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 and Development (Ref: AO/EDD/HKSI/052024)

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
  • Handle ad hoc tasks assigned by supervisors

Qualifications, Abilities and Experiences Required:

  • Degree or above, preferably in business administration or related disciplines
  • 1-3 years' working experience preferable (candidates with more experience may be considered as Senior Administrative Officer)
  • 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
  • Shift duty is required
  • 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

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)

Accountant, Corporate Affairs (Ref: AC/CAD/HKSI/042024)

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: 

  • Support day-to-day accounting & finance matters of the Institute
  • Assist in month-end closing and prepare supporting, including monthly schedules and accounts analysis
  • Assist in providing follow-up and documentation of significant financial variances for month-end closing
  • Responsible for daily AR operation (including revenue recognition, AR settlement, bank reconciliation, etc.)
  • Prepare the ageing reports and follow up with outstanding debts
  • Process staff expense claims and petty cash claims
  • Liaise and work closely with internal departments for operation supports, financial projects and process improvements;
  • Coordinate with external auditors, tax advisors, banks, and other stakeholders
  • Other ad hoc assignments as required

 Skills and Abilities Required:

  • Familiar with Hong Kong accounting standards, taxation, banking, legal, and government regulations and practices
  • Proficient in MS Excel and Word, familiar with MYOB (or similar accounting system) will be an advantage
  • A good team-player, proactive and well-organized
  • Good communication skills, both verbal and written, with the ability to effectively communicate and collaborate with both internal and external stakeholders
  • Able to work under pressure and meet deadlines
  • Immediate available is preferred

Qualifications and Work Experience Required:

  • Bachelor's degree in Accounting or Finance
  • Minimum of 3 years’ working experience in accounting and financial reporting, preferably with Accounts Receivables
  • Candidate with more relevant experience will be considered as Senior Accountant

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)

Infrastructure and Operations Manager/Senior Manager, Innovation and Technology (Ref: IOM/IT/HKSI/042024)

The incumbent is responsible for the Institute’s technology infrastructure and operation including project management, job scheduling, business continuity plan, change control, problem management and escalation, system administration and operation, network administration, security control and operational database administration.  The incumbent will develop and execute policy and procedure as well as identifying technical opportunity to meet business objectives for improvement on customer services, operating efficiencies and quality.

The Infrastructure and Operations Manager/Senior Manager and his/her team participates in analytical and technical assignments that provide for problem diagnosis and solutions documentation, implementation, administration, support, and maintenance for a variety of hardware, software, and network products in the HKSI technology environment.  The role is broadly split between providing day-to-day operational support for existing technology services, and project-based work leading to the development and deployment of new technology services.

Key Roles and Responsibilities:

  • Strategy and Planning
    1. Manage IT policy, process and procedural improvement
    2. Build proactive strategies to manage change and ensure continuity of services
    3. Explore area of improvement for environment, network, cloud infrastructure, disaster recovery etc.
    4. Work with IT application and development team to implement enterprise wide standards, policies, procedures and process, to provide seamless services to company users
    5. Ensure that IT infrastructure and operations stay abreast of emerging products and trends
  • Project Management
    1. Ensure proper management of IT initiatives
    2. Assess and manage project risk and issue; problem escalation and resolution
    3. Manage project scope, conduct budget planning and cost control; ensure completion of projects while meeting quality, schedule and cost objective using standard processes
    4. Provide leadership and guidance to project members
  • Operational Management
    1. Manage production services to ensure achievement of services levels and quality metrics
    2. Maintain ownership and accountability of all services related issues until resolution is achieved
    3. Manage problems and problem escalation in accordance with company standard
    4. Ensure administration of personnel, including performance evaluation, career goals, training programs, hiring, dismissals, organizing vacation schedules, team building etc.
    5. Ensure proper communication and escalation of maintenance and production issues
  • Manage the Infrastructure and Operations Team with the following disciplines:
    • Client Support Services
      • 1st Level Support and Monitoring
      • Second/Third Level Support
      • VIP Support
      • Event Support
      • Workstation Support
      • Mobile Device Support
      • Office Technology Equipment Support
    • Infrastructure Services
      • Second/Third Level Support
      • Email, Messaging, Collaboration
      • Database Management
      • Hosting Management (Servers, Data Center, Public/Private Cloud)
      • Network and Telecommunications
      • Infra Architecture and Design
      • Cyber Security related planning and tasks
  • Keep abreast of the latest trends in technology, ensure timely exploration and proactive communication to management towards the introduction of relevant emerging technologies
  • Provide ad-hoc non-office hour support in response to business requirements if necessary
  • Undertake other duties as may reasonably be required

Qualifications and Work Experience Required: 

  • University degree in computer science or related discipline
  • Certification in ITIL Foundation
  • Certification in PMP preferred
  • At least 15 years of relevant experience in IT infrastructure and operations support, of which 5 years in managerial position (Candidates with less experience will be considered as Manager)
  • Must be highly organized and disciplined with complete understanding of a 24x7 mission critical production environment and works wells with multiple technical disciplines
  • Strong understanding of cloud operation, enterprise VM, distributed network, WAN/LAN design, Windows sever and architecture, cyber-security, database server, log management, job scheduling and monitoring solution
  • Experience in Microsoft Server technology and infrastructure platforms including Windows server operating systems, messaging (O365), database (SQL), web proxy, TCP/IP, DHCP, DNS, Active Directory, and Remote Desktop Services
  • Knowledgeable in technical analysis, implementation, configuration, and upgrading of network infrastructure consisting of LAN/WAN equipment, Cisco switches, routers and wireless infrastructure.
  • Experience in supporting Wide Area Network (WAN), Local Area Network (LAN), Wireless Access Point (WAP), Internet Access, Remote Network Access Service (RNAS), backup consoles, secured print technology, IP patching, Windows 10/11, Mac OC, MS-Office suite, Office 365, and iPhone/Android mobile devices configuration.
  • Experience in creating technical and user level documentation and conduct relevant usage training
  • Able to issue resolve through a combination of independent study and collaborative efforts with team members and vendors, then communicate with clients in concise business language
  • Strong communication and interpersonal skills with good command of written and spoken English and Chinese

Attributes Required: 

  • High attention to detail with strong analytical and problem solving skills
  • Able to think out-of-the-box and solve issues with high learning agility
  • Able to handle high pressure situation and remain calm when faced with adversity or urgent issues
  • Able to work with challenges and adapt quickly to ambiguity and changing priorities in fast-changing environment with proactive multi-tasking ability
  • Able to take ownership of issues through to resolution on all assigned tasks, to meet deadlines for tasks and to manage initiatives or projects independently
  • Willing to work on shift: normal working hours are any 9 hours between 8:30am to 10:00pm, Monday through Friday with shift arrangement. Also, working on Saturday(s), Sunday(s) or holiday(s) may be also required based on the business demand

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)

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)

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