(a) 持有香港頒授的學士學位或同等學歷，修讀財務學、經濟學或相關學科者優先考慮； (b) 具備15年畢業後工作經驗，其中最少五年須從事金融服務業並擔任高層管理工作，具有政策分析和研究計劃管理的豐富經驗，包括撰寫報告、編輯和演示講解的經驗； (c) 擁有國際視野及商業觸覺，擅於籌謀策劃，匯集可行的政策和方案，以推行各項工作； (d) 擅於建立人際網絡，擁有豐富的相關經驗，能與局內上下以至社會上和業界內各階層人士溝通無間、緊密合作，也能發揮說服能力，協力求成； (e) 具備與香港及內地政府機關合作經驗者優先考慮； (f) 擅於建立團隊，與同事融洽相處，並能同時兼顧多項工作； (g) 能夠書寫流暢的中英文，並能操流利的粵語及英語。另一必要條件是能操流利普通話；以及 (h) 熟悉中英文文書處理、試算表、電子郵件等電腦軟件和互聯網，運用自如。

(a) A Hong Kong bachelor’s degree or equivalent, preferably in Finance, Economics or related disciplines; (b) 15 years’ post-qualification experience, at least five years of which should be at the senior management level in the financial services industry with solid experience in policy analysis and research project management including experience in report writing, editing and presentation; (c) Strong ability to think strategically with a global perspective and business acumen and to put together workable policies and plans to move things forward; (d) Strong ability and experience in networking and dealing effectively with and soliciting cooperation of people at various levels and sectors both internally and externally and influence others to achieve results; (e) Experience in working with government agencies in Hong Kong and the Mainland is preferable; (f) Good team skills, extremely collegial and capable of multi-tasking; (g) High proficiency in both written and spoken English and Chinese, and fluency in Putonghua is a must; and (h) Proficiency in the use of computer programs including word processing (English and Chinese), spreadsheets, e-mail and Internet.