Career

The position will be under the Curriculum and Examinations Department and support the Quality Assurance and Control (QAC) function in maintaining the quality, integrity and operational effectiveness of examination content, question banks, examination papers and related examination processes.  The successful candidate will work closely with internal stakeholders, external consultants and service providers in supporting examination quality assurance and operational activities. 

Key Roles and Responsibilities: 

• Support the preparation, maintenance and deployment of examination papers, paper sets and question banks
• Perform quality checking and verification of examination content, records and related documentation
• Assist in post-examination review activities and the follow-up of review findings and improvement actions
• Maintain examination records, quality assurance documentation and evidence trails
• Coordinate with external assessors, consultants, service providers and internal stakeholders on examination-related activities
• Prepare reports, statistics, management information and operational documentation
• Participate in projects relating to examination development, quality assurance, workflow enhancement and system implementation
• Undertake additional duties or special assignments as reasonably required by the Department

Qualifications, Abilities and Experience Required: 

• Bachelor's degree or equivalent in Business Administration, Finance, Education or other relevant disciplines
• Minimum 3 years of relevant experience for Senior Administrative Officer level; candidates with less experience may be considered for Administrative Officer level
• Experience in public examinations, accreditation bodies, professional qualification organisations or education-related fields will be an advantage
• High level of integrity, professionalism and discretion in handling confidential and sensitive information
• Highly organised with good planning and time management skills
• Detail-oriented, analytical, and able to manage multiple tasks under tight timelines
• A proactive and adaptable team player with strong sense of ownership and commitment to quality and continuous improvement
• Good communication and interpersonal skills, with the ability to work effectively with different stakeholders
• Strong in written and verbal English and Chinese
• Proficiency in Microsoft Office applications, particularly Excel, Word and PowerPoint
• Knowledge of workflow automation, AI tools or process improvement initiatives will be an advantage

For those who are interested, please send your resume with expected salary via email to hr_recruit@hksi.org.

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

For more information of HKSI Institute, please visit our website at www.hksi.org

(Data collected will be used for recruitment purposes only)

Job Summary

Reporting to the Head of the Education and Development Department (EDD), the Manager will oversee public CPT/CPD training operations, including course planning, trainer and stakeholder coordination, class and webinar delivery, learner communications, reporting, quality assurance and supervision of the EDD operations team.

Key Responsibilities

• Plan and manage the annual and rolling schedule of CPT/CPD public classes, webinars, seminars and selected featured training activities.
• Coordinate with trainers, speakers, moderators, subject matter experts and internal teams to launch new or revamped training offerings aligned with market needs and EDD priorities.
• Oversee end-to-end public class operations, including course set-up, enrolment monitoring, logistics, webinar support, attendance tracking, evaluation follow-up and post-course administration.
• Maintain effective relationships with trainers, regulators, professional bodies, committee members, corporate clients and internal stakeholders.
• Coordinate course outlines, speaker information, training materials, appointment letters, approval workflows and participant communications to ensure timely and accurate delivery.
• Work with Corporate Communications and internal teams on electronic direct mail (eDM), website, online portal and other promotional support to enhance course visibility and enrolment.
• Prepare regular and ad hoc reports, including training statistics, enrolment/income analysis, committee materials, meeting minutes and management updates.
• Support accreditation, CPD/CPT recognition and related quality assurance processes, including SFC CPT, IA CPD, MPFA CPD and HKMA ECF where applicable.
• Lead and support the EDD operations team, including task allocation, coaching, onboarding of new staff and workload coordination during peak periods.
• Handle operational issues professionally, escalate complex or sensitive matters where appropriate, and lead or support ad hoc departmental projects.

Skills, Abilities and Knowledge Required

• Strong project management, organisational and multi-tasking skills, with the ability to manage multiple classes, stakeholders and deadlines simultaneously.
• Good understanding of training operations, webinar/class logistics, enrolment administration, attendance tracking and learner evaluation processes.
• Strong communication, stakeholder management and problem-solving skills, with confidence in working with trainers, practitioners, committee members and internal teams.
• Good analytical and reporting skills, with attention to detail and ability to prepare training statistics, business updates and management summaries.
• Familiarity with financial services and securities-related regulatory requirements, with knowledge of CPT/CPD accreditation requirements being an advantage.
• Good command of written and spoken English and Chinese. Fluency in Cantonese and Putonghua will be an advantage.
• Proficiency in Microsoft Office. Experience with LMS, webinar platforms, eDM tools or training administration systems will be an advantage.
• A hands-on, responsive and service-oriented team player with sound judgement, accountability and the ability to work under pressure.
• Immediate availability is preferred.

Qualification Requirements and Work Experience

• Bachelor’s degree or equivalent in Training & Development, Business Administration, Education, Finance, Communication or a related discipline.
• At least five (5) years’ relevant experience in learning and development, professional education, training operations or programme management, preferably in the financial services industry.
• At least two (2) years’ supervisory or team leadership experience.
• Experience in CPT/CPD programme administration, webinar delivery, trainer/speaker liaison and stakeholder management will be an advantage.
• Professional qualifications in learning and development, project management or financial services will be an advantage.

Application

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. For more information about the HKSI Institute, please visit www.hksi.org.

(Data collected will be used for recruitment purposes only.)

Job Summary:

Reporting jointly to the Heads of the Examination Department and Education & Development Department, the Manager, Business Development & Partnerships will manage and coordinate business development, partnership and market-expansion activities across the Institute’s examinations, professional qualifications, certifications and training offerings. The role will help identify and develop business and collaboration opportunities, manage designated stakeholder relationships, and provide market intelligence and recommendations to support business planning, market awareness, adoption and participation.

Key Responsibilities:

Business Development and Market Expansion

• Develop and implement business development and market-expansion initiatives to increase examination registrations, qualification enrolments and participation in training programmes.  
• Identify, evaluate and pursue business, partnership and collaboration opportunities aligned with the Institute’s objectives.
• Contribute to the achievement of agreed business growth, enrolment, market-adoption and partnership objectives.
• Develop business proposals and recommend partnership arrangements to expand the Institute’s reach and market presence.

Partnership and Stakeholder Management

• Serve as the relationship manager for designated corporate, institutional and industry stakeholders, including relevant financial institutions, employers, professional bodies, educational institutions and industry associations, in relation to examination, qualification and training business development.
• Engage employers, practitioners and market participants to identify emerging competency, qualification and professional-development needs.
• Represent the Institute at industry events, conferences, networking activities and stakeholder meetings, as appropriate.
• Support the engagement of subject matter experts, trainers, speakers and industry practitioners for programme development and delivery.

Examination, Qualification and Learning Solutions

• Identify opportunities to increase the adoption and recognition of the Institute’s examinations, qualifications, certifications and professional training programmes.
• Monitor industry trends, regulatory developments and market needs to identify opportunities for new or enhanced examination and learning solutions.
• Work with internal departments and external partners to support the development, implementation and promotion of relevant programmes.
• Provide market insights and stakeholder feedback to inform programme development, outreach and promotional initiatives.

Business Planning and Performance Reporting

• Monitor business performance, partnership initiatives and relevant market developments.
• Prepare management reports, market analyses, business cases and recommendations.
• Support departmental business planning, forecasting and budgeting.
• Track, analyse and report on business development performance, partnership progress and market response.

Requirements:

• University degree in Business Administration, Marketing, Finance, Economics, Education or a related discipline.
• At least 8 years' relevant experience in business development, stakeholder engagement, partnership management, professional education, examinations, qualifications, financial services or related fields.
• Good understanding of Hong Kong's financial services industry, licensing framework, professional qualification landscape, and continuing professional training requirements.
• Demonstrated experience in developing and managing external stakeholder relationships.
• Strong commercial acumen, customer and stakeholder focus, with the ability to identify and develop growth opportunities.
• Strategic and analytical mindset, with the ability to translate market insights into practical business initiatives.
• Effective relationship-building, influencing, communication, presentation and interpersonal skills.
• Good organisational, project management and execution capabilities, with attention to detail.
• Proactive, results-oriented and collaborative, with the ability to work independently and across departments.
• Excellent command of written and spoken English and Chinese (including Putonghua).

Preferred Qualifications and Experience:

• Experience working with professional bodies, examination providers, educational institutions, financial services organisations, training providers or industry associations.
• Familiarity with professional qualification frameworks, examinations, certification programmes and continuing professional training.
• Knowledge of the SFC Licensing Examination, CPT requirements, professional qualification frameworks and industry competency standards would be an advantage.
• Experience in engaging stakeholders across Hong Kong and Chinese Mainland.
• Established connections within the financial services and/or professional education sectors.

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. 

For more information about HKSI Institute, please visit our website at www.hksi.org

(Data collected will be used for recruitment purposes only)