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Client Training Manager, Membership and Business Development

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Onsite

Client Training Manager, Membership and Business Development

Hong Kong Securities and Investment Institute

Client Training Manager, Membership and Business Development

Skills

Business Development

1 month ago

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Important information


Contract type:

Permanent

Work mode:

Onsite

Published on:

17 September 2026

What they need


Job Summary:

Reporting to the Head of the Membership and Business Development Department (MBD), you will be an integral part of a team providing learning consultancy services to clients through the design, development and delivery of tailored training solutions, while building and maintaining strong client relationships.

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 Competency 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).

Qualification and Experience Required:

  • Bachelor’s degree or above in 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 our HR Manager via email to [email protected].

A competitive remuneration package will be offered to the successful candidate.

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

(Data collected will be used for recruitment purposes only)

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