Client Training Manager, Membership and Business Development

Hong Kong Securities and Investment Institute; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Hong Kong Securities and Investment Institute (HKSI Institute) invites applications for a Client Training Manager, Membership and Business Development in Hong Kong. The role focuses on learning consultancy services, custom training design, and delivering solutions while maintaining strong client relationships.

The candidate will manage CPT/CPD planning, liaise with clients and coordinate trainers, with a focus on delivering measurable training outcomes in a fast-paced financial services

Qualifications

• Excellent interpersonal and communication skills and a drive for excellence.
• A team player with a can-do attitude in a fast-paced environment.
• Well-organised and able to supervise administrative staff.
• Familiar with local regulatory guidelines (e.g., SFC CPT, HKMA ECF).
• Good command of English and Chinese; Putonghua is a plus.

Responsibilities

• Understand and identify clients’ training needs.
• Design training solutions and measure training effectiveness.
• Identify trainers and collaborate on design, development and deployment.
• Prepare proposals, fee quotations and engagement letters.
• Be the client contact for CPT/CPD planning and inquiries.
• Update clients on public courses and maintain relationships.
• Handle ad hoc tasks from supervisors.

Skills

Interpersonal skills

Communication skills

Team player

Organised

Education

Bachelor's degree

Job description

Client Training Manager, Membership and Business Development

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.

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

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)

The Hong Kong Securities and Investment Institute (\"HKSI Institute\") was founded in 1997, with the support of the Securities and Futures Commission, Hong Kong Exchanges and Clearing Limited and industry leaders to set, raise and promote professional standards for the financial services industry in Hong Kong.

The Hong Kong Securities and Investment Institute (\"HKSI Institute\") was founded in 1997, with the support of the Securities and Futures Commission, Hong Kong Exchanges and Clearing Limited and industry leaders to set, raise and promote professional standards for the financial services industry in Hong Kong.

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