This role will serve as a key contributor to the firm’s commercial objectives by supporting regional revenue growth through data-driven analysis, strategic initiative execution, and cross-functional coordination. This role is accountable for driving client revenue and profitability across CITIC CLSA’s Hong Kong-based institutional client base. The ideal candidate will align client needs with CITIC CLSA’s research, execution, and investment capabilities, leveraging insights to optimize resource allocation, identify growth opportunities, and foster high-value relationships.
Key Areas of Responsibilities- Prepare and execute Client Service Plans, conduct thorough internal and external account reviews, and build strong relationships with clients and stakeholders.
- Allocate resources by leveraging dynamic client tiering and collaborating with sales and trading leaders to achieve targets.
- Support the coverage team in increasing revenues and maximizing profitability across the firm’s core client base.
- Analyze business performance metrics (revenue, market share, rankings, profitability) to guide strategic reviews and address underperforming accounts.
- Identify growth opportunities, address underpaying/overconsuming clients, and protect revenues at risk.
- Drive cross-selling initiatives and ensure accountability for strategic follow-through.
- Develop and execute regional client strategies aligned with CLSA’s global objectives, emphasizing cross-border collaboration.
- Synthesize client feedback and market trends to shape CLSA’s service offerings.
- Bachelor’s degree or above in Finance, Business, Economics, or a related field; advanced degree (MBA, CFA, or equivalent) is a plus.
- 3–5 years of experience in client strategy, sales, relationship management, or a related role within financial services (preferably equities, investment banking, or institutional brokerage), with expertise in the HK/China institutional client landscape.
- Proficiency in CRM systems, data analysis tools (Excel, Power BI), and financial modeling to enable data-driven decision-making.
- Fluency in English and Mandarin/Cantonese, with strong cross-cultural communication skills to engage stakeholders across diverse regions.
- Ability to interpret financial metrics, translate data into actionable strategies, and execute strategic plans aligned with client objectives.
- Deep understanding of HK/China regulatory frameworks and equity market dynamics, ensuring compliance in equities business operations.
- Exceptional communication, negotiation, and influencing skills to manage stakeholders and drive collaborative outcomes.
- Proven ability to collaborate in cross-functional teams, navigating cross-cultural environments and complex organizational structures.
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Skills Required
- Bachelor's degree in Finance, Business, Economics, or related field
- 3-5 years experience in client strategy, sales, relationship management, or related role within financial services (preferably equities, investment banking, or institutional brokerage)
- Proficiency in CRM systems
- Proficiency in data analysis tools (Excel, Power BI) and financial modeling
- Fluency in English and Mandarin or Cantonese
- Deep understanding of HK/China regulatory frameworks and equity market dynamics
- Strong communication, negotiation, and influencing skills
- Proven ability to collaborate in cross-functional, cross-cultural teams
- Advanced degree (MBA, CFA, or equivalent)
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
