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/072022)

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/062022)

Key Roles and Responsibilities:

  • Handle on-site and administrative support for events and training activities
  • Assist in backend administrative work
  • Handle enquiries 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; fresh graduates are also welcomed
  • 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)

Senior Manager/Manager, Market Development (Ref: SM/MDD/HKSI/072022)

Job Summary:

Reporting to the Director of the Market Development (MD) Department, the appointee is responsible to develop and implement detailed marketing and outreach plans to support the HKSI Institute’s strategic market development priorities to help drive the growth in revenue from expanded service offerings and membership in local, regional, and overseas markets.

Key Roles and Responsibilities:

  • Develop and implement detailed marketing plans and effective initiatives to promote HKSI Institute’s membership, examinations, and training services to target sectors as identified
  • Work closely with committees and other business units to identify new business, engagement opportunities and strategic partnership
  • Identify and connect with key contacts of corporates, associations, higher education institutions in local, regional, and global markets for relationship building and long-term engagement
  • Prepare proposals and presentation materials
  • Negotiate and prepare business contracts

Skills, Abilities and Experiences Required: 

  • University graduate in Business Administration, Marketing, or related disciplines
  • 10+ years of solid experience in business development in local, regional (especially Mainland China) and overseas markets, especially in outreaching to new markets and managing pipelines
  • Have proven experience in dealing with government officials, regulators, professional bodies, and student community
  • Prior experience in investment promotion, marketing communications or product launch would be an advantage
  • Self-motivated and proactive, with excellent planning, communication, presentation, and analytical skills
  • Proficiency in English and Chinese (Cantonese and Putonghua), both written and verbal, and can read, write and type traditional and simplified Chinese
  • Proficiency in all Microsoft office applications
  • Applicants with less experience can be considered for the Manager role

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. 

(Data collected will be used for recruitment purposes only)

Secretary, Corporate Affairs (Ref: SEC/CAD/HKSI/062022)

Job Summary:

We are looking for a Secretary to support the day-to-day activities of the Chief Executive (“CE”) and Directors.

This role will also support the Corporate Affairs Department in administrative matters as assigned.

Key Roles and Responsibilities:

Secretarial Support

General secretarial support including but not limit to:

  • Maintain CE’s calendar and assist in planning appointments, board meetings, committee meetings for CE and Directors, etc.
  • Maintain electronic and paper records ensuring information is organized and easily accessible as assigned by CE and Directors
  • Submit timely reports and prepare presentations / proposals as assigned by CE and Directors
  • Other secretarial support for Board Directors as assigned

Admin Support

  • Back up Receptionist
  • Support Senior HRM in filing and administering database of all agreements
  • Support admin as assigned by Admin Manager

Skills, Abilities and Experiences Required:

  • Degree in business administration or relative field
  • Minimum 5 years’ proven experience as secretary or similar administrative role
  • Highly proficient in MS Office especially in Word and PowerPoint and experience with “back-office” software (e.g. ERP)
  • Strong writing skill in preparing minutes and reports
  • Excellent organisational and time-management skills
  • Outstanding communication skill in English/Chinese and negotiation abilities
  • Integrity and confidentiality

Attributes:

  • High attention to detail and multi-task ability
  • Superb professionalism with high learning agility
  • Able to work under pressure and remain calm when faced with adversity or urgent issues
  • Outstanding collaborative skill
  • Tech savvy a plus

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 Coordinator - Business Operations, Corporate Affairs (Ref: AC/CAD/HKSI/062022)

Job Summary:

We are now looking for a talented Administrative Coordinator to be part of our Corporate Affairs team. The incumbent will be responsible for providing day-to-day administrative and operational support for the team to ensure smooth operation.

Key Roles and Responsibilities:

  • Provide technical support to maintain efficiency of office facilities as well as coordinating the repair and maintenance service
  • Performing regular checking on office facilities to ensure they are in good conditions
  • Provide administrative support to Supervisor including but not limited to invoice verification, name card printing, AV equipment set-up and coordination, and processes documentation
  • Assist in setting up the Board room, training rooms and studio, member’s corner as and when required
  • Assist in organising company events such as annual dinner, and other ad-hoc events
  • Office plants arrangement when required
  • Assist in office/warehouse renovation/fitting out/R&M projects and floor plan updates
  • Assist in handling warehouse check-in and check-out process and keeping updated stock list of warehouse
  • Warehouse house-keeping
  • Coordinate the annual stock take process
  • Back up Office Assistant to provide support in external document delivery
  • Any other ad-hoc duties as assigned
  • Support Corporate Affairs Department as assigned by Supervisor

Skills, Abilities and Experiences Required:

  • Diploma holder or above in Administration/Facilities Management related disciplines
  • 1 – 3 years’ relevant working experience
  • Pleasant, detail-minded, well organised and service oriented
  • Proficiency in MS Word and Excel is preferred, knowledge in Photoshop is definitely an advantage
  • Good command in both spoken and written English and Chinese

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)

Part-time Accounting Assistant, Corporate Affairs (Ref: AA/CAD/HKSI/072022)

Job Summary:

The Accounting Assistant provides essential day-to-day accounting support to the Finance Manager in processing payment and maintaining accounts payable, assisting in preparation of financial statements and accounts.

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:

  • Input journal entries to accounting system
  • Performing reconciliations of accounts
  • Processing payments and maintaining accounts payable accurately and timely
  • Liaison with banks and preparing bank reconciliation
  • Process refund
  • Other daily accounting activities upon request

Skills, Abilities and Experiences Required:

  • Degree holder of Accounting, Finance, or related disciplines (Undergraduates will also be considered)
  • Basic understanding of accounting standards
  • Demonstrate strong learning capabilities
  • Able to work independently under pressure
  • Good written and spoken English and Chinese
  • Strong in MS Word, Excel, and PowerPoint
  • Good team player
  • Excellent attention to detail

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)

Business Analyst, Innovation & Technology (Ref: BA/IT/HKSI/062022)

Key Roles and Responsibilities:

  • Drive business requirement discussions and collaborations with key business users to conduct feasibility analysis and determine cost, benefits, and scope of potential IT solutions
  • Understand the business needs, balance the requirements amongst business stakeholders and recommend solutions
  • Collect and analyze users’ requirements and translating into system requirements
  • Perform business process analysis, document existing processes and detailed requirements to recommend areas of operational improvements as well as contribute to business growth
  • Liaise closely with business users, IT teams and vendors to ensure effective delivery of IT solutions and timely resolution or escalation of critical production issue
  • Manage assigned projects, create and maintain a detailed project plan (e.g. scope, objectives, assumptions, benefits, issues, risks, etc.)
  • Prepare and maintain function specification, training materials, system demo and internal user guide to ensure the delivery of digital solutions
  • Prepare test cases, conduct system testing and support business users for UAT
  • Prepare reports with data analysis for management review
  • Other duties as may reasonably be required

Skills, Abilities and Experiences Required:

  • High Diploma or above in computer science or related discipline
  • Minimum 3 years of experience in Business Analyst or Project Management
  • Good analytical and problem-solving skills
  • Experience in collaborating with external development team and vendors for project delivery
  • Ability to communicate ideas and solutions clearly and concisely in both verbal and written dialogue, for technical and non-technical audiences
  • Strong communication and interpersonal skills with good command of written and spoken English and Chinese

Attributes:

  • High attention to details with strong analytical and problem-solving skills
  • Able to think out-of-the-box and solve issues with high learning agility
  • Able to work with challenges and adapt quickly to ambiguity and changing priorities in fast-changing environment with proactive multi-tasking ability
  • Able to handle high pressure situation and remain calm when faced with adversity or urgent issues
  • Able to take ownership of issues through to resolution on all assigned tasks, to meet deadlines for tasks and to manage initiatives or projects independently

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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