Position Description
We are seeking a motivated and detail-oriented Junior Equities Derivatives Sales professional to join our sales team.
The role will focus on supporting senior sales staff in servicing clients, developing relationships, and promoting our equities derivatives products across institutional and hedge fund clients.
This is an excellent opportunity for an individual looking to build a career in financial markets, with a focus on listed and OTC equity derivatives.
Key Areas of Responsibilities
Assist senior sales in daily client coverage, including responding to pricing requests, trade ideas, and product inquiries.
Coordinate with trading desks to provide timely, accurate pricing across options, futures, structured products, and swaps.
Develop understanding of client investment objectives and trading styles to identify cross-selling opportunities.
Monitor market news, trends, and client positions to anticipate needs and highlight relevant trade opportunities.
Prepare presentations, pitchbooks, and product materials for meetings and calls.
Maintain and update client contact records, sales pipelines, and revenue tracking tools.
Ensure timely follow-up on client requests and transactions, in coordination with middle office, operations, and compliance teams.
Support capital introduction initiatives and client engagement activities, where relevant.
Requirements
A master's degree in finance, economics, business, or a related field is typically required.
3-5 years of relevant experience
Prior experience in client services, prime services, investment banking, or a related area is preferred.
Excellent interpersonal and communication skills to effectively engage with clients and build strong relationships.
Detail-oriented with strong organizational skills to manage multiple client accounts and tasks simultaneously.
Problem-solving skills with the ability to analyze and resolve client issues efficiently.
Proficiency in programming and Microsoft Office suite.
Ability to work effectively in a fast-paced and dynamic environment, both independently and as part of a team.
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Skills Required
- Master's degree in finance, economics, business, or a related field
- 3-5 years of relevant experience
- Prior experience in client services, prime services, investment banking, or a related area
- Excellent interpersonal and communication skills
- Detail-oriented with strong organizational skills
- Problem-solving skills to analyze and resolve client issues
- Proficiency in programming and Microsoft Office suite
- Ability to work effectively in a fast-paced environment
CLSA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.
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Pay Growth & Progression — Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
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Healthcare Strength — Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
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Retirement Support — Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.
CLSA Insights
What We Do
CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com
