Key Areas of Responsibilities
• Contribute to new client acquisitions and increase revenue in APAC
• Develop a strong pipeline of profitable opportunities across the region that align to clients’ needs across Private Equity, Real Estate Funds, Private Credit Funds and Hedge Funds
• Locate and identify potential clients within the fund industry
• Develop and establish business development growth strategies
• Collaborate with senior management team to update new products and market trends
• Undertake market outreach programs based on strategic initiatives
• Develop and manage a network of third-party influencers and business contacts
• Build, manage and progress a pipeline of new business opportunities
Requirements
• Master’s Degree with major in Accounting, Finance or any related disciplines
• Minimum of 7 years of relevant experience in fund, financial solutions and corporate solutions, ideally with an established fund administrator, financial service provider, asset management firm or securities services provider
• Experience in client services or relationship management function
• Existing network of third-party influencers and business contacts preferred
• Knowledge of financial market including local and offshore funds markets
• Strong self-confidence, strategic mind to lead and/or contribute to discussion with all type of stakeholders at various seniority levels
• Demonstrated sales skills and ability to deliver on targets
• Proven experience working with senior figures in the development of client relationships
• Strong verbal and written Mandarin & English skills are essential, and working experiences with Chinese background company is a plus
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Skills Required
- Master's degree in Accounting, Finance, or a related discipline
- At least 7 years of relevant experience in fund services, financial solutions, or corporate solutions
- Experience with a fund administrator, financial services provider, asset management firm, or securities services provider
- Experience in client services or relationship management
- Knowledge of financial markets, including local and offshore fund markets
- Strong sales skills and ability to deliver against targets
- Experience developing client relationships with senior stakeholders
- Strong verbal and written Mandarin and English language skills
- Existing network of third-party influencers and business contacts
- Experience working with a Chinese-background company
- Strategic thinking and confidence engaging stakeholders at various seniority levels
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
