Career

Reporting to the Manager of the Curriculum & Examinations Department (CED), you will be an integral part of a team that ensures the security, quality and fairness in maintaining question banks, preparing, reviewing, and marking examination papers for various examinations offered by the HKSI Institute.

Key Roles and Responsibilities:

You will be responsible for and assisting the Senior Manager and the Director in the following key areas:

• Constructing and publishing examination papers according to examination schedule
• Maintaining quality examination questions and examination paper
• Working closely with external vendors and consultants
• Handling enquiries of responsible examination questions
• Managing and participating in projects about examination operation and development

Skills, Abilities and Knowledge Required:

• High standard of personal integrity and compliance with established quality assurance policies
• Good knowledge in financial services
• Strong planning and organisational skills, and the ability to prioritise and take ownership of the assigned qualifications
• Fast learner and strongly self-motivated
• Logical and detail oriented, with strong analytical skill
• Excellent time management skills, and ability to work independently
• Effective communication skills in liaison with various stakeholders
• Excellent standards of written and spoken English and Chinese
• Knowledge of, or willingness to learn about the statistics used to evaluate qualifications
• Proficiency in word, excel, powerpoint, and Chinese character input
• Knowledge of automation is an advantage

Qualification and Experience Required:

• Bachelor degree or equivalent in relevant disciplines
• At least five (5) years of work experience in education, finance or relevant sectors
• Managerial experience in relevant industries is an advantage
• Work experience in public examination or accreditation bodies is an advantage
• Candidates with less working experience will be considered as Senior Administrative Officer

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)

Reporting to the Manager of the Curriculum & Examinations Department (CED), you will be an integral part of a team for designing and managing the processes and activities necessary to develop and maintain quality examinations and study materials for various professional examinations offered by the HKSI Institute.

Key Roles and Responsibilities:

You will be responsible for and/or assisting the Managers in the following key areas:

• Assisting in the development and maintenance process of examination questions, study materials and other publications for the Institute’s various professional examinations and qualifications
• Working closely with external consultants, market practitioners, academia, etc. as required
• Participating in projects of the CED with particular regard to financial and regulatory issues
• Conducting research studies on examination and qualification matters
• Perform ad hoc tasks as assigned from time to time

Skills, Abilities and Knowledge Required:

• Knowledge in financial services and/or securities regulations
• Strong problem solving, analytical, research and communication skills
• Well-organised, detail-minded, good team player, able to multi-task and willing to learn in new area
• Fluent in verbal and written English and Chinese
• Proficient in Microsoft Office Word, Excel and PowerPoint, and Chinese Word Processing

Qualification and Experience Required:

• Degree holder in Finance, Law or relevant disciplines
• At least Two (2) years of work experience in finance or relevant disciplines (Candidates with more experience may be considered for the position of Senior Administrative Officer)
• Work experience in educational institutions or professional examination bodies will be an advantage
• Holder of SFC licenses for regulated activities or passes in HKSI Licensing Examination papers will be a definite 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 purposes 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, Abilities and Experiences 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

Requirements:

• 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)

Reporting to the Senior Manager of the Membership Department, you will be an integral part of a team for overseeing the day-to-day operations and implementing the membership strategies to meet the business priorities of the Institute.

Key Roles and Responsibilities:

• Oversee the membership operations and strategies in enhancing efficiency and effectiveness in member recruitment, referral, renewal and retention
• Collaborate with different stakeholders, internal and external, to formulate and implement the membership strategies including, but not limited to, periodic reviews of the membership requirements, structure, renewal process, membership benefit packages and service offerings
• Drive and monitor various benefit campaigns, events and activities for members with different age groups to enhance members’ engagement, retention and satisfactory level on members’ experience
• Produce quality communication materials, including website content, social media channels and navigation of the website to enhance member engagement and the overall presence of the Institute
• Assist department head to manage a team to meet the company goals and business priorities
• Prepare reports and presentation materials with insights and comprehensive ideas for management and board levels
• Review and advise on handling members’ enquiries, problems and complaints to ensure the cases are solved in timely and professional manner
• Handle any ad hoc projects being assigned by the BU Head

Skills, Abilities and Knowledge Required:

• Self-motivated and proactively seek out comments from others to come up solutions to address the issues for the best interest of the team or Institute
• Solid and proven experience in project management and leadership
• Ability to work independently and act professionally under stress
• Ability to perform multi-tasks with flexible work style and adapt to changing environment
• Ability to think out of the box and make effective decision
• Highly organised with strong attention to details
• Strong interpersonal and communication skills with flexible and approachable manner

Qualification and Experience Required:

• Degree holder in marketing or business administration with an understanding of local financial market
• Minimum 5 years’ relevant experience with 3 years at managerial level
• High proficiency in both written and oral English, fluency in Mandarin will be an advantage
• Proficiency in MS Office (Word, Excel, PowerPoint)
• Previous experience in professional associations is a plus
• Immediate availability 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)

A good opportunity for applicants with interest in Financial Services Industry but without 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 to support the team in particular the Team Leads to implement the WAM Pilot Programme. 

Key Roles and Responsibilities:

• Process the applications for claiming subsidies funded by HKSAR Government  
• Support the Team Leads in conducting on-site visits and spot checks on the participants of the WAM Pilot Programme
• Conduct data/graphic analytical works in excel for reporting purpose
• Handle enquiries from phone calls and email
• Provide administrative support to the WAM Pilot Programme
• Assist the Team Leads in system upgrade projects

Qualification, Abilities and Experience Required:

• Degree or above in any discipline, preferably in business administration
• Minimum 2 years of working experience
• Good command of written English and fluency in Mandarin will be an advantage
• Detail-oriented and well organised
• A team player with a pleasant character
• Proficiency in MS Word, Excel (include using pivot table), Power Point
• Immediate available is preferred

Terms of Appointment:

• Appointment will be on contract basis ending on 30 June 2026 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)

Responsibilities:

• To invigilate examinations

Requirements:

• Good written and spoken English, Cantonese and Mandarin
• Computer literate
• Good report writing, communication and/or supervisory skills
• Teaching and invigilation experience is an asset

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)