Career

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)

The appointee will be required to:

-     Provide examination invigilation service for computer-based and/or paper-based examinations

-     Provide all necessary on-site administrative support including pre-examination and post-examination stage

-     Supervise and deliver training to new invigilators

-     Perform any other duties related to examination as assigned by the supervisor

Requirements:

-     Good written and spoken English, Cantonese and Mandarin

-     Computer literate

-     Good report writing, communication and/or supervisory skills

-     Have a proactive working attitude and to be a team player

-     Able to work on weekdays evening, daytime on weekdays and weekends

-     Teaching and invigilation experience is an asset

The post will be offered on contract or part-time (on hourly rate) basis.

For those who are interested, please forward your resume to the HR Manager at hr_recruit@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)

Job Description:

• Report to CE office
• Develop overall promotion and marketing strategy and plan using various media platforms to meet business objectives and to enhance stakeholder usage and engagement
• Coordinate with business units and external parties to create and deliver marketing and promotional materials, both print and electronic, such as press releases, media relations content, executive bios, corporate newsletter content, social media content, speeches, annual report, in-house publications and articles, speeches, periodic and thematic promotion campaigns to reach out to, and engage with, the professional community and targeted audience
• Copyedit, proofread, and revise communications; perform quality control on all communications, advertising and literature to ensure they comply with the regulatory requirement
• Lead and coordinate website content development to ensure all information is up-to-date, comprehensive, well presented and comply with the brand guidelines
• Handle media enquiries and organise events including media interview, press conference; research media coverage and industry trends
• Handle enquiries from social media and perform analysis on stakeholder usage and engagement
• Provide coaching to staff of other business units

Skills, Abilities and Knowledge Required:

• Must be a confident communicator and presenter
• Strong writing, editing, proofreading, typographical, layout and design, professional printing/publishing skills are essential, including ability to present concepts verbally
• Good command of English and Chinese languages
• Proved strong organisational, planning and problem solving skills
• Proven ability to manage multiple projects and meet tight deadlines
• A wide degree of creativity and latitude
• Strong knowledge and understanding of current trends in digital media/social media and able to use digital marketing tools
• Independent, responsible and self-motivated individual with a positive and professional approach to management and work effectively with other team members

Qualification Requirement and Work Experience:

• Possess a recognised university degree or equivalent in languages, marketing, journalism, communications or related disciplines
• At least Eight (8) years of experience in marketing, prior experience as an editor or journalist is preferred
• At least Two (2) years in managerial role in corporate communications
• Proven record of creation and production of brochures, direct mailers, leaflets, promotional videos, photographs and multi-media and multi-channel marketing campaigns
• Have track record of website development and management as well as mobile application development 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)