- Responsible for deepening existing client relationship, as well as developing new clients and bring incremental revenue to the platform
- Follow up new account opening process, address client requests and inquiries, manage daily operational tasks, and ensure timely execution of all activities.
- Attend morning meetings and conduct daily advisory coverage for institutional clients including roadshows, tours and webinars
- Have a comprehensive understanding of various cross assets products offered by the company and be able to provide tailored solutions based on the specific needs of clients.
- Engage in internal and external business development activities, identify innovative and trending financial products, and raise requests to the product team.
- Demonstrate strong integrity, a sense of compliance, and a willingness to learn and grow
- Contribute to increasing the company’s brand and product awareness among various clients, as well as expanding market share and penetration
- Manage ad-hoc projects as needed.
- Bachelor's degree above in Finance or related discipline
- 5-10 years of Institutional Equity sales/Prime brokerage sales experience
- Strong client development skills. Candidates with existing client resources, especially international LO & HF, are preferred.
- Idea & content driven sales are preferred.
- Experienced in global account management are preferred
- Excellent attention to detail and exceptional communication skills.
- Ability to multitask and adapt to various requests and deadlines.
- Proficient in both spoken and written English and Mandarin.
- University degree holder preferably in Business Administration, Banking, Finance, Accounting, Engineering or a related field.
- SFC licensed with Type 1, knowledgeable about local regulatory and compliance requirements.
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Skills Required
- Bachelor's degree in Finance or related discipline
- 5-10 years of Institutional Equity sales or Prime brokerage sales experience
- Strong client development skills
- Existing client resources, especially international long-only and hedge funds
- Idea- and content-driven sales approach
- Experience in global account management
- Excellent attention to detail and exceptional communication skills
- Ability to multitask and meet deadlines
- Proficiency in spoken and written English and Mandarin
- SFC Type 1 license and knowledge of local regulatory and compliance requirements
- University degree preferably in Business Administration, Banking, Finance, Accounting, Engineering or related field
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
