Career

HKSI Institute

The Hong Kong Securities and Investment Institute (HKSI Institute) was founded in 1997, with the support of the Securities and Futures Commission, Hong Kong Exchanges and Clearing Limited and industry leaders to set, raise and promote professional standards for the financial services industry in Hong Kong.

The Institute is seeking a high caliber individual to fill the following position:

Administrative Officer (Education & Development) (Ref: AO-EDD/JB/032019)

Responsibilities

• Handle on-site and administrative support for events and training activities
• Assist in backend administrative work
• Provide front desk service to customers
• Handle enquiries via phone and/or email
• Provide administrative support for evening classes
• Handle ad hoc tasks assigned by supervisors

Requirements

• Degree or above in any discipline, preferably in business administration or translation
• Minimum 3 years working experience
• Good coordination, interpersonal and communication skills, independent and well organised
• Meticulous, presentable, and confident with initiative and outgoing personality
• Able to prioritise and enjoy working 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)
• Immediate available is preferred

Interested parties please apply with covering letter, full CV, present and expected salary, date of availability and contact tel. to our email hr@hksi.org.

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

(Data collected will be used for recruitment purposes only)

Hong Kong Securities and Investment Institute

The Hong Kong Securities and Investment Institute (HKSI Institute) was founded in 1997, with the support of the Securities and Futures Commission, Hong Kong Exchanges and Clearing Limited and industry leaders to set, raise and promote professional standards for the financial services industry in Hong Kong.

The Institute is seeking a high caliber individual to fill the following position:

Learning Technology Senior Manager, Education & Development EDD (Ref: LTM/EDD/HKSI/012019)

Job Summary:

• Oversees the performance of the learning management system (LMS) and multi-media software and platform
• Involve in the development and deployment of technology based learning solutions

Key Roles and Responsibilities:

Reporting to the EDD Director, you will be an integral part of the team that provides instructional design and development on technology based learning solutions and advise on the technical aspect of the LMS and multi-media tools and platform.

You will be responsible for the following key areas:

• Understand the Institute strategy and contributing to the determination of supporting priorities
• Assist the EDD director to formulate the learning technology strategy and related initiatives for promoting digital learning
• Formulate Learning Technology Team strategy with consultation to the Stakeholders, EDD Director and team leaders and implement such within available resources
• Responsible for the overall quality of digital learning products and LMS data
• Lead complex learning technology projects, e.g. enhancement of LMS
• Respond to key stakeholder concerns and interest in LMS and digital learning products
• Communicate the underlying technology and its associated functionality to team leaders to promote the proper use of technology in delivering learning solutions
• Liaise with IT to coordinate systems capacity planning and to drive the enhancement of technology utilisation within L&E
• Share and leverage learning technology resources
• Select, contract and manage vendors as needed to ensure high quality design and delivery
• Coach anS​d counsel Learning Technology Team members to help them to excel and to further their professional development and evaluate their performance accordingly

Skills, Abilities and Experiences Required:

• Sound technology education background and able to lead information technology (IT) related discussions with internal IT team & vendors
• Superior internal consulting, relationship building, communication and influencing skills
• Working knowledge of applicable learning technologies and their application in a professional services environment (strongly preferred)
• Capacity to understand new technology
• Competency in instructional design
• Experience in designing and delivering training via various methods (strongly preferred)
• Excellent analytical and project management skills
• Ability to work independently; Set own priorities, balance multiple tasks and work well under pressure.
• Knowledge in LMS standards, e.g., AICC, SCORM, etc
• Strong communication and consulting skills with all staff levels
• Proven experience in elearning development using Articulate and Storyline and hands-on experience in commonly used elearning development tools and technology
• 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

Requirements:

• At least Bachelor’s degree or equivalent in education, digital learning, information system or related disciplines
• At least FIVE (5) years of relevant experience
• Two (2) years of managerial experience. Those who have less experience may also be considered for the post of Learning Technology Manager.

For those who are interested, please forward your resume with expected salary to the HR Manager 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:

• Involve in the development and deployment of technology based learning solutions
• Administer the Learning Management System (LMS)

Key Roles and Responsibilities:

Reporting to the Learning Technology team manager, you will be an integral part of the team that provides instructional design and development on technology based learning solutions and advise on the technical aspect of the LMS and multi-media tools and platform.

You will be responsible for the following key areas:

• Perform research, recommend on the best practices and/or lead the LMS enhancement to cope with the latest technology advancement
• Perform research and test new elearning development tools or multi-media deployment systems, approaches, methodologies and to recommend the acquisition of appropriate tools and system
• Consult with the design team to derive elearning project specifications and advise on the development approach or method and tools
• Develop elearning projects based on course design
• 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
• Identify technical, operational and functional problems of LMS, elearning tools and multi-media platform, troubleshoot identified problems, recommend and implement appropriate solutions to solve those problems
• Be the key contact and work closely with system vendors and internal IT department to resolve all system related issues
• Project manage the system related projects as well as elearning development projects

Skills, Abilities and Experiences Required:

• Strong project management skills and proven experience in managing system development and enhancement
• Good knowledge of LMS standards e.g. AICC, SCORM, etc
• Proven experience in system administration especially LMS, multi-media platform or related systems
• Proven experience in elearning development using Articulate and Storyline and hands-on experience in commonly used elearning development tools and technology
• Proficient in HTML, JavaScript, CSS, Adobe Photoshop and other related IT applications or system will be an advantage
• 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

Requirements:

• At least Bachelor’s degree or equivalent in computer science, information system or related disciplines
• At least Two (2) years of experience in website or elearning development, LMS and learning technology related system administration and end user support

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)

Major duties and responsibilities

• Report to the Chief Executive
• Provide leadership to the Education and Development team to ensure quality and consistent implementation of the training initiatives
• Oversee the quality assurance for all deliverables and measure learning effectiveness
• Drive the business development and build a profitable training business
• Provide learning consultancy services to corporate clients
• Build and sustain relationships with Education & Development Committee members, business partners and subject matter experts to ensure learning solutions are in line with the identified learning needs/gaps of the financial services industry sector
• Deliver training where required

Required knowledge, skills and qualifications

Skills/Abilities and Knowledge

• Proven strong leadership, business planning skills, project management, analytic, organisational and problem solving skills
• Ability to think strategically and anticipate future trends, needs and expectations
• Strong team and relationship building skills with proven record in building and sustaining relationships with key decision makers
• Ability to present and communicate effectively and persuasively with individuals, small and large audiences as well as executive level
• Ability to measure results, analyse data, develop and present data driven reports and provide solutions for continuous improvement
• Good understanding of the financial services and securities related regulatory requirements
• Ability to lead the design function; plan budget; lead team to manage and execute strategy

Education

• At least Bachelor’s degree in Human Resources Management, Organisational Development, Instructional Design, Instructional Technology or related field or equivalent experience

Related Work Experience

• At least 5 years of senior management experience in client consulting role, business development and/or learning and development in a corporate/business setting/ membership organisation
• Have proven experience in learning and development, preferably has experience in managing the design and development of learning solutions using a blended approach, including: instructor-led, e-learn, self-paced, on-the-job training tools, and other methodologies as appropriate

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

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

(Data collected will be used for recruitment purposes only)

Job Description:

Reporting to the 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 Director in the following key areas:

• Working closely with other 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 Knowledge Required:

• Experience in identifying training needs, delivering, managing and evaluating training programmes as well as providing instructional design of various types of learning solutions (e.g. classroom, elearn and/or blended learning solutions)
• Strong communication, influencing, coaching and facilitation skills
• Familiar with the financial services and securities related regulatory requirements
• Fluent in verbal and written English and Chinese (Cantonese and Putonghua)
• Understanding of the Chinese business practices, etiquette and custom
• Ability to develop rapport and trust with clients
• Attention to details and project management ability, able to multi-task
• Ability to work collaboratively, taking a leading role where required and supporting where appropriate
• Familiar with quality assurance as well as accreditation processes and requirements
• Proficiency in Microsoft Office Word, Excel and PowerPoint

Qualification Requirement and Work Experience:

• At least Bachelor’s degree or equivalent in Training & Development, Human Resources, or related relevant disciplines such as 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
• At least Two (2) years of managerial experience in Learning & Development
• Have track record of client consultancy services, dealing with companies in the Mainland China, experience in financial services industry 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 the HKSI Institute, please visit our website at www.hksi.org

(Data collected will be used for recruitment purposes only)

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 trainer_recruit@hksi.org

(Data collected will be used for recruitment purposes only)

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 trainer_recruit@hksi.org

(Data collected will be used for recruitment purposes only)

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 trainer_recruit@hksi.org

(Data collected will be used for recruitment purposes only)