Career

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)

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)

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)

A good opportunity for applicants with interest in Financial Services Industry but without relevant experience.

Background:

The Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (the WAM Pilot Programme) is funded by the HKSAR Government as part of its effort to facilitate the long-term sustainable development of the sector.   Being the implementation agent of WAM Pilot Programme, Hong Kong Securities and Investment (“HKSI”) Institute is now looking for high calibre individuals to implement the WAM Pilot Programme.

Job Summary:

The job holder will be responsible for providing administrative support for a programme in relation to financial services industry funded by HKSAR Government. 

Key Roles and Responsibilities:

• Report to the Programme Manager
• Process the applications for subsidies funded by HKSAR Government  
• Prepare reports in excel for reporting purpose
• Assist with the preparation of public communication materials and coordination of events
• Foster positive relationships with internal and external stakeholders
• Handle enquiries from phone calls and e-mails
• Provide various administrative supports assigned by the Programme Manager

Skills and Abilities Required:

• Detail oriented and highly organised
• Able to prioritise and strong in document processing
• A fast learner and good team player with a pleasant and stable character
• Proactive approach to work, willing to take initiative and follow through with delivery
• Good command of written English and spoken Mandarin will be advantageous
• Proficiency in MS Word, Excel (include using pivot table), Power Point, and Chinese Word Processing

Qualification and Work Experience Required:

• Degree or above in any discipline, preferably in business administration
• Minimum 3 years working experience
• Immediate available is preferred

Terms of Appointment:

• Appointment will be on a 2-year renewal contract basis with gratuity at the end of contract

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)

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)

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)

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)