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:

Senior Manager, Education & Development (Ref: SM/EDD/HKSI/082022)

We are looking for a Senior Manager who will be an integral part of a team that provides Continuing Professional Training/Development (CPT/CPD) programmes and supports licencing examinations and other professional qualification programmes. 

Key Roles and Responsibilities:

  • Lead the planning, development, delivery and evaluation of high-quality CPT/D courses and relevant professional qualification programmes that meet SFC’s CPT, other regulator’s and/or recognised industry’s CPD requirements. This includes but not limited to the following areas:
    • Identify and work closely with speakers and subject matters experts on development and deployment of learning solutions and assessment questions
    • Perform quality review of training materials for quality assurance and accreditation purposes
    • Moderate classroom / webinar training
    • Prepare learning objectives, course outline, content and assessment questions of training courses as well as respective promotion materials
    • Conduct detailed analysis of enrolments and attendance, training needs of members and industry practitioners
    • Perform research of latest trend and development of regulatory requirement and financial products for CPT/D curriculum planning
  • Prepare regular and special reports including business plans, budgets, proposals, research and evaluation reports
  • Lead ad hoc projects as assigned by senior management

Qualifications, Abilities and Experiences Required:

  • Solid knowledge and experience in financial services industry especially in regulatory, securities and futures specifics and/or other industry knowledge such as virtual assets, ESG, Regtech/Fintech. SFC licensee (current or past) or has passed the SFC’s licensing examinations (any LE Papers) will be an advantage
  • Solid and proven experience in leading a small team to identify training needs, design, deploy and evaluate continuing professional training courses that meet SFC’s competency requirements
  • Proven experience in overseeing quality assurance, managing CPT/D accreditation requirements, building and managing public training courses for professional associations in the financial services industry, development of study manuals or training materials would be an advantage
  • At least Bachelor’s degree or equivalent in Finance, Legal and Compliance, Learning & Development or related relevant disciplines. Professional qualification such as CFA, CIWM, CPWP, Certified Trust Practitioner or equivalent obtained would be an advantage
  • Minimum 10 years’ proven experience, with at least 5 years of managerial experience, in banking, asset management, capital finance, compliance, learning & development, professional examinations, consultancy business or relevant experiences in the financial services industry
  • Excellent communication, influencing, coaching and facilitation skills and is able to develop rapport and trust with clients
  • Fluent in verbal and written English and Chinese (Cantonese and Putonghua)
  • Attention to details with high quality standard set for self and his/her colleagues
  • Ability to lead and manage a diverse team as well as work collaboratively across teams
  • Proficiency in Microsoft Office Word, Excel and PowerPoint

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/092022)

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 in any discipline, 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
  • 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
  • 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)

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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