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 Project Executive I. In this exciting role, you will need to deploy your analytical and investment vetting skills to process CIES applications and provide 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 Senior Project Executive of CIES, InvestHK, you will be part of the Application Processing Team acting as a case officer to vet and analyse the financial aspects of the CIES applications and supporting documents from applicants and to follow up referral of recommended applications to Hong Kong Immigration Department for further processing. 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 process CIES applications, handle CIES enquiries and/or complaints, and help resolve issues;
• (b)To conduct due diligence on CIES applicant profiling; review, analyse, vet and evaluate CIES applications and investment portfolios submitted and monitor the compliance of the new Rules for the CIES throughout the stay of the successful applicant;
• (c)To approve eligibility of individual applications on the investment aspects and recommend referrals to Hong Kong Immigration Department;
• (d)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;
• (e)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;
• (f)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 your seniors 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
• (g)To perform any other duties as and when required.

• (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 three years of relevant full-time work experience in general administration, and/or finance fields, with at least two 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.