Ref.: SFC/AD/IES/IFEC/261002
Reporting to the General Manager and leading the Investor Education and Strategy team, the purpose of this position is to champion investor education, oversee the development and strategy of IFEC and develop engagement activities for the IFEC FinEd Hub to drive investor and financial education progress in Hong Kong, effectively delivering priorities established in IFEC’s business strategy.
Duties & Responsibilities:
- Oversee the development and implementation of the Hong Kong Financial Literacy Strategy and formulate the inclusion of investor education and the latest market developments into the strategy to achieve IFEC’s business objectives.
- Lead the development and implementation of public investor education programmes, keeping the public abreast on the latest trends and happenings on the retail investment market in Hong Kong.
- Keep track of the retail investment market and regulatory developments to identify communication needs on an ongoing basis through close collaboration with financial regulators and public bodies.
- Develop, manage and evaluate targeted engagement activities for the IFEC FinEd Hub in a bid to create meaningful user experience with clear impact measurement matrix.
- Review, enhance and promote IFEC’s existing investor education communications and resources to attract more visitors and users with sustainable usage.
- Explore mutually beneficial collaboration opportunities with stakeholders including financial regulators, market and industry associations, and the mass media for effective and efficient delivery of our education programmes and campaigns.
- Manage and supervise the secretariat duties and governance of the IFEC Board in close collaboration with the IFEC team, Board members and relevant stakeholders to ensure timely and accurate compliance of all internal and external requirements.
- Provide local and international engagements support to the IFEC Chairman, General Manager and Board members on IFEC related events, international meetings and presentations, and media engagement activities.
- Lead the team to oversee and monitor latest market and media activities in relation to investor education to ensure all issues and information are handled appropriately and on a timely basis.
- Cultivate a collaborative and progressive team culture through providing effective coaching and support to team members.
- Oversee and manage the approved programme budget to ensure alignment with the approval criteria and internal guidelines and standards.
Requirements:
- Extensive experience in the banking and financial services, with in-depth knowledge of investment products and services; financial services sales and marketing experience will be an advantage; or related experience in investor education.
- A degree holder in a relevant discipline such as business, law, accounting, marketing.
- Minimum fifteen years of relevant experience in the banking or financial services industry in sales and marketing, investor relations, or investor education related field.
- Good understanding of the investor and financial education needs and trends, and its development both in Hong Kong and across the world.
- Proven successful track record in leading sales and marketing or investor relations team an advantage.
- Excellent command of written and spoken Chinese and English.
- Effective communication and presentation skills.
- Solid network with the banking and financial services sector and relevant stakeholders.
- Strong interpersonal effectiveness and project management skills.
- Change driver with good time management skills.
- A mature, independent team player and an experienced and effective people manager.
Please quote the reference and apply by 16 October 2026 with details of qualifications, previous experience, current and expected salary to:
Recruitment Manager
Securities & Futures Commission
54/F, One Island East,
18 Westlands Road, Quarry Bay,
Hong Kong
(E-mail address : ca_recruit@sfc.hk)
All applications will be handled in strict confidence by authorised personnel and will only be used for recruitment related purposes. Applicants who do not hear from us within six months from the application deadline may consider their applications as unsuccessful. All information on unsuccessful candidates will be destroyed after six months.
We are an EQUAL OPPORTUNITY EMPLOYER.
Last update: 2 Oct 2026