投資推廣署現正物色充滿熱誠、以目標及成效為本的優秀專才,加入香港的新資本投資者入境計劃(CIES)團隊,擔任高級項目主任(資本投資者入境計劃)一職。此職位須具備管理、分析及審閱投資的技巧,為CIES團隊提供行政支援,利便於獲許投資資產如股票、基金、債券等類別(不包括物業)投資達港幣3,000萬元或以上的合資格投資者申請來港居留。
職位
你須向投資推廣署總項目主任(資本投資者入境計劃)匯報工作,並為新成立的CIES團隊提供全面的行政支援及監督申請處理組的工作。你亦須與家族辦公室(FOHK)團隊、香港入境事務處、香港金融管理局、證券及期貨事務監察委員會及其他相關政府決策局及部門緊密合作。
要勝任以上職位,你須:
(a) 注重細節並具備卓越的策劃和組織能力;
(b) 對金融衍生產品及新推行的CIES規則有充分認識;
(c) 具備金融和多類別投資評估的實務經驗;
(d) 具備評估和分析投資組合的資產和負債的能力;
(e) 對反洗黑錢及對銀行和投資領域的其他合規政策有認知;
(f) 具備管理多個聯絡點的能力,並能快速回應日程優先事項變動;
(g) 在壓力下獨立完成工作,以達到表現指標,並能訂定目標和發揮團隊精神;
(h) 具備良好的分析能力及溝通和人際技巧,並善於管理;以及
(i) 熟悉電腦軟件的操作,包括文書處理、試算表和演示軟件及數據分析工具。
職責
(a) 監督申請處理組的工作、協助解決問題並監督接收和處理CIES的申請;
(b) 就CIES的資格準則徵求相關政府決策局、部門和金融監管機構的意見,並在有需要時協助安排內部會議,討論具體個案;
(c) 回覆有關 CIES的查詢,並對 CIES 申請人的資料進行盡職調查;
(d) 檢閱、分析、審查和評估所提交的 CIES 申請及其投資組合,並監察CIES的成功申請人於逗留期間是否遵守新的計劃規則;
(e) 審批申請人的投資是否符合資格,並建議轉介個案至香港入境事務處;
(f) 了解獲許投資資產的最新發展情況、香港金融監管機構制定的規則、標準和政策以及新推行的CIES對投資組合的要求,並撰寫和更新處理CIES申請的審批指南和信函範本,及定期為工作人員提供審批指南;
(g) 在整個申請過程中與主要持份者(包括相關政府決策局及部門、香港入境事務處、專業團體、申請人及其指定的服務提供者)聯絡;
(h) 根據新推行的CIES規則、政府和投資推廣署的內部規則和規例,確保團隊內部有適當和高標準的治理,並協助投資推廣署總項目主任(資本投資者入境計劃)監察各CIES團隊成員的表現、關鍵績效指標和交付績效的情況,並編製CIES運作相關的統計數據和報告;以及
(i) 在有需要時執行其他職務。
InvestHK is looking for a passionate, high-calibre, result-oriented professional to join the new Capital Investment Entrant Scheme (CIES) team in Hong Kong as Senior Project Executive. In this exciting role, you will need to deploy your managerial, analytical and investment vetting skills to provide administrative support to the CIES team to facilitate the entry for residence for eligible investors from around the world who make investment of HK$30 million or above in permissible investment assets such as stocks, funds, bonds, etc., (excluding property) applying for entry into Hong Kong via the new CIES.
The Role
Reporting to the Chief Project Executive of CIES, InvestHK, you will be responsible for providing all-round administrative support to the CIES team and help supervise the Application Processing team for the implementation of the new CIES. You will work closely with other team members in Family Office Hong Kong (FOHK), Hong Kong Immigration Department, the Hong Kong Monetary Authority, the Securities and Futures Commission (SFC), and other relevant Government bureaux/departments.
You will need to demonstrate:
(a) strong attention to details, planning and organisational abilities;
(b) knowledge and understanding of financial instruments and the new CIES Rules;
(c) hands-on experience in financial and multi-class investment assessment;
(d) ability to assess and analyse assets and liabilities of investment portfolios;
(e) awareness of anti-money laundering and other compliance policies in banking and investment;
(f) ability to manage multiple touchpoints and respond quickly to changes in priorities;
(g) ability to work independently under pressure to meet performance targets and set forth objectives and as a team player;
(h) good analytical, communication and interpersonal skills, and strong governance; and
(i) good knowledge of the application of computer software such as word processing, spreadsheet and presentation software and data analysis tools.
Duties
(a) To supervise the Application Processing team, their work and output, help resolve issues and oversee the receipt and processing of CIES applications;
(b) To seek advice from relevant Government bureaux, departments and financial regulators on the eligibility criteria for the CIES and assist in coordinating internal meetings to discuss specific cases when necessary;
(c) To respond to incoming CIES enquiries and conduct due diligence on CIES applicant profiling;
(d) To review, analyse, vet and evaluate CIES applications and investment portfolios submitted and monitor the compliance of the new CIES Rules throughout the stay of the successful applicant;
(e) To approve eligibility of individual applications on the investment aspects and recommend referrals to Hong Kong Immigration Department;
(f) To keep abreast of the development of permissible investment assets, the rules, standard and policies set forth by Hong Kong Financial Regulators and the Portfolio Maintenance Requirements implemented under the new CIES, compile and update the vetting guidelines and letter templates on processing CIES applications, and provide regular training to staff on vetting guidelines;
(g) To liaise with key stakeholders, including relevant Government bureaux and departments, Hong Kong Immigration Department, professional bodies, applicants and their appointed service providers throughout the application process;
(h) To ensure proper governance and a high standard within the team in accordance with the new CIES Rules, internal rules and regulations within the Government and InvestHK, and assist Chief Project Executive of CIES, InvestHK in monitoring results, key performance indicators and performance delivery of each CIES team member, and compile relevant statistics and reports on the operation of the CIES; and
(i) To perform any other duties as and when required.
(a) 受聘人如能圓滿地完成整個合約,並在合約期內一直維持良好的工作表現,可獲發一筆約滿酬金。該筆酬金,加上部門按照《強制性公積金計劃條例》的規定為受聘人向強制性公積金計劃所作的供款,將相等於受聘人在合約期內支取的基本薪金總額的15%;及
(b) 可享有每年14天有薪年假,並享有《僱傭條例》規定而又適用的其他福利,例如休息日、法定假日(或代替假日)、產假/侍產假和疾病津貼。
(a) 持有香港任何一所大學所頒授的學士學位,或具同等學歷 (持有專業資格如註冊會計師、特許財務分析師及/或銀行業專業相關的專業資格為佳);
(b) 具備最少五年一般行政及/或財務方面的相關全職工作經驗,當中最少三年為銀行業的管理或與證券及期貨事務監察委員會有關者較佳;
(c) 符合語文能力要求,具備綜合招聘考試兩份語文試卷(即中文運用及英文運用試卷)的“二級”成績,或同等成績[見註(a)至(c)];
(d) 中英文文書溝通良好,亦須操流利英語、廣東話及普通話;以及
(e) 精通中英文文書處理及以下應用程式:Microsoft Word、Excel及PowerPoint。
(a) A Bachelor's degree from a Hong Kong university, or equivalent (professional qualifications such as Certified Public Accountant, Chartered Financial Analyst and/or in banking would be an advantage);
(b) A minimum of five years of relevant full-time work experience in general administration, and/or finance fields, with at least three years’ managerial experience in banking or with the SFC would be preferred;
(c) Meet the language proficiency requirements of “Level 2” results in the two language papers (Use of Chinese and Use of English) in the Common Recruitment Examination (CRE) or equivalent (see Notes (a) to (c));
(d) Good command of both written and spoken Chinese (Cantonese and Putonghua) and English; and
(e) Proficiency in English and Chinese word processing, and in the applications of Microsoft Word, Excel and PowerPoint.
(a) 香港中學文憑考試中國語文科第5級或以上成績會獲接納為等同綜合招聘考試中文運用試卷的二級成績。香港中學文憑考試英國語文科第5級或以上成績會獲接納為等同綜合招聘考試英文運用試卷的二級成績。
(b) 香港高級程度會考英語運用科或英國普通教育文憑高級程度考試英國語文科C級或以上成績會獲接納為等同綜合招聘考試英文運用試卷的二級成績。香港高級程度會考中國語文及文化、中國語言文學或中國語文科C級或以上成績會獲接納為等同綜合招聘考試中文運用試卷的二級成績。
(c) 在國際英語水平測試制度(“IELTS”)學術模式整體分級取得6.5或以上,並在同一次考試中各項個別分級取得不低於6的人士,在考試成績的兩年有效期內,其IELTS成績可獲接納為等同綜合招聘考試英文運用試卷的二級成績。IELTS考試成績必須在職位申請期內其中任何一日有效。
獲錄取的申請人將按非公務員合約條款聘用,一般為期24個月。續約與否視乎屆時本署的服務需要及申請人的工作表現及品行而定。
(a) 除另有指明外,申請人於獲聘時必須已成為香港特別行政區永久性居民。
(b) 作為提供平等就業機會的僱主,政府致力消除在就業方面的歧視。所有符合基本入職條件的人士,不論其殘疾、性別、婚姻狀況、懷孕、年齡、家庭崗位、性傾向和種族,均可申請本欄內的職位。
(c) 非公務員職位並不是公務員編制內的職位。申請人如獲聘用,將不會按公務員聘用條款和服務條件聘用。獲聘的申請人並非公務員,並不會享有獲調派、晉升或轉職至公務員職位的資格。
(d) 入職薪酬、聘用條款及服務條件,應以獲聘時之規定為準。
(e) 如果符合訂明入職條件的申請人人數眾多,招聘部門可以訂立篩選準則,甄選條件較佳的申請人,以便進一步處理。在此情況下,只有獲篩選的申請人會獲邀參加招聘考試╱面試。
(f) 政府的政策,是盡可能安排殘疾人士擔任適合的職位。殘疾人士申請職位,如其符合入職條件,毋須再經篩選,便會獲邀參加甄選面試/筆試。在適合受聘而有申報為殘疾的申請人和適合受聘程度相若的其他申請人當中,招聘當局可給予前者適度的優先錄用機會。有關政府聘用殘疾人士的政策及其他相關措施載列於《用人唯才:殘疾人士申請政府職位》的資料冊內。申請人可於公務員事務局互聯網站參閱該資料冊,網址如下:http://www.csb.gov.hk內的“公務員隊伍的管理-聘任”。
(g) 持有本港以外學府╱非香港考試及評核局頒授的學歷人士亦可申請,惟其學歷必須經過評審以確定是否與職位所要求的本地學歷水準相若。有關申請人須把修業成績副本及證書副本發送到上述電郵地址。
申請人必須於2024年1月8日下午5時正(香港當地時間)或之前遞交以下文件:
(a) 詳細説明爲何申請人認爲自己適合本職位的申請信;以及
(b) 把完整的履歷表發送到電郵地址
[email protected];以及
(c) 透過公務員事務局互聯網站 (http://www.csb.gov.hk) 的G.F. 340網上申請系統遞交網上申請。
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