Hong Kong Securities and Investment Institute
Client Training Manager, Membership and Business Development
Skills
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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