Position Description
To capitalize the business opportunities from HNW clients’ investments in wider range of financial products (such as bonds, equities, securities, futures, unit trust/mutual funds, structured products, etc). Provide customer service and conduct marketing activities to clients (account managers and direct clients).
Key Areas of Responsibilities
Act as Relationship Manager to drive target business for HNW clients and professional investors in generating revenue through secondary and primary broking activities including account opening and due-diligent check, product roadshow, project pitching, clients visit
Maintain good relationship with the existing and new HNW & Corporate clients
Provide investment products’ trading and dealing services, including equities, fixed income, futures, commodities and enlisted third party products, also provide post-trade review and data analysis to key clients
Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team
Support Wealth Management team to increase company’s brand, product awareness among different clients and market share and penetration
Handle ad-hoc projects as required
Requirements
Degree or above in Business /Finance /Engineering discipline with 6-12 years of relevant experience in Wealth Management Sales
Solid investment backgrounds in Private Banking products and services including equities, fixed income, futures, commodities and enlisted third party products
Extensive client network in markets and have good connections with GBA clients who are interested in investing in overseas financial products
Customer-focused and able to work under pressure with strong initiative and drive to succeed
Team-player, detail-oriented and showcasing excellent analytical and problem-solving capabilities
Possess strong integrity with solid compliance sense and willingness to learn and progress
Excellent interpersonal skills with good command of written and spoken English and Chinese (including Putonghua).
Less experience candidate will consider offering as Manager
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Skills Required
- Degree or above in Business / Finance / Engineering discipline
- 6-12 years of relevant experience in Wealth Management Sales
- Solid investment backgrounds in Private Banking products and services
- Extensive client network in markets and good connections with GBA clients
- Excellent interpersonal skills with command of written and spoken English and Chinese
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
