Jobs at CFA Institute: Hong Kong
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Please send CV, cover letter, and salary requirements via e-mail or fax to:
CFA Institute |
A global membership organization that awards the CFA designation, CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.
The CFA Institute staff consists of nearly 300 employees in the following areas: Education, Member and Society, Marketing and Communication, Finance and Corporate Support, Information Technology, Office of the General Counsel, and Human Resources. Continued growth in CFA Institute membership and the CFA Program has led to corresponding opportunities for qualified professionals who wish to be part of this dynamic and growing organization.
CFA Institute offers a competitive salary and superior benefit package.
Customer Service Assistant
Job responsibilities include:
- Handling incoming calls and receiving guests and visitors
- Assist in handling mailings and pick up
- Handle registrations for conferences and events as needed
- Maintain library
- Maintain supplies for office
- Assist with data input
- Support account filing and copying
- Assist with office administrative work and various projects as needed
- Provide back-up support to various staff members as needed
Position requires:
- F.7 secondary education
- Relevant experience in reception, customer service, and/or administrative support
- Good sense of client focus and positive attitude
- Sensitive to cultural variations among Asia Pacific countries and to a global workforce team
- Interpersonal and customer service skills
- Must be proficient in MS Office suite
- Fluency in English and Cantonese
- Mandarin a plus
Candidate and Member Services Representative
Job responsibilities include:
- Providing customer services to members and candidates from Asia Pacific region via emails, phone calls, visitations, and walk-in inquiries
- Coordination with administration staff of affiliated societies in the region to provide training and periodic inquiry updates
- Providing administrative and event support to the Asia Pacific office related to outreach activities and various office projects
Position requires:
- College degree (finance or business preferred)
- Proven experience in customer service
- Sensitivity to cultural variations among Asian countries and to a global workforce
- Good interpersonal skills with the ability to liaise with a variety of people within and outside the organization
- Proficiency in MS Office suite
- Fluency in English and Cantonese
- Mandarin a plus
- Knowledge of Siebel system an added advantage
- Experience in helping with organizing events will be a plus
Director, Islamic Finance
Job responsibilities include:
Business Development
- Coordinate with head of area to develop strategic plan that creates educational products and services targeted towards investment professionals and member societies in Islamic Finance
- Evaluate and coordinate other products and service offerings in related areas
- Coordinate with Educational Products and Marketing areas to conduct market research on member needs
- Ensure product delivery is consistent with principles of Lifelong Learning Strategy
- Engage potential partner organizations
- Implement education initiatives in a cross-divisional fashion
Content
- Create or source content to implement Lifelong Learning strategic initiatives
- Consult with luminaries for guidance on content
- Support Lifelong Learning Strategy effort in developing content and programming for CFA Program, conferences, executive education programs, professional development programs (including society partnership programs), and publications
- Teach programs in Islamic Finance and related areas
Public Awareness
- Increase CFA Institute brand awareness among investment professionals, the general investing public and clients of members
- Establish CFA Institute as a “go to” resource in Islamic Finance
Position requires:
- Experience in investment industry and demonstrated expertise in Islamic Finance
- Superb organizational, project management and communication (written, oral, and presentation) skills
- Ability to work both independently and as part of a team as the situation requires
- Sensitivity to and awareness of cultural differences
- Willingness and ability to travel
- Charterholder strongly preferred
- Teaching and writing experience strongly preferred
Director, Educational Content
CFA Institute is currently seeking two Directors for the Education Division. The Educational Division provides lifelong learning opportunities through the CFA Program and Post-CFA Professional Educational programs such as conferences, executive education programs, publications, webcasts and online structured learning programs. We are seeking directors in content areas included in our Global Body of Investment KnowledgeTM. For example, CFA Institute currently has a Head, Private Wealth and Investor Education. Applicants should be expert in one or more of the following areas:
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Islamic Finance Derivatives |
Risk Management Alternative Investments |
Behavioral Finance Structured Products |
Position title would be commensurate with specialty area(s) and with experience, such as Director, Alternative Investments or Director, Islamic Finance and Socially Responsible Investing. Opportunities are available in Hong Kong, London, Charlottesville or New York offices.
Job responsibilities include:
Business Development
- Coordinate with Head of area to develop strategic plan that creates educational products and services targeted towards investment professionals and member societies in the area of expertise
- Evaluate and coordinate other products and service offerings in related areas
- Coordinate with Educational Products and Marketing areas to conduct market research on member needs
- Ensure product delivery is consistent with principles of Lifelong Learning Strategy
- Engage potential partner organizations
- Implement education initiatives in a cross-divisional fashion
Content
- Create or source content to implement Lifelong Learning strategic initiatives
- Consult with luminaries for guidance on content
- Support Lifelong Learning Strategy effort in developing content and programming for CFA Program, conferences, executive education programmes, professional development programmes (including society partnership programs), and publications
- Teach programmes in specialty area and related areas
Public Awareness
- Increase CFA Institute brand awareness among investment professionals, the general investing public and clients of members
- Establish CFA Institute as a “go to” resource in specialty area
Position requires:
- Experience in investment industry and demonstrated expertise in specialty area
- Superb organizational, project management and communication (written, oral, and presentation) skills
- Ability to work both independently and as part of a team as the situation requires
- Sensitivity to and awareness of cultural differences
- Willingness and ability to travel
- Charterholder strongly preferred
- Teaching and writing experience strongly preferred