Position Description
The Associate Sales position is responsible for supporting and growing the institutional business within EQD in Singapore and globally. Product focus is on Equity Delta 1 and Options.
Key Areas of Responsibilities
Account Onboarding: Facilitate the onboarding process for new clients, ensuring a smooth transition and timely setup of accounts. Coordinate with various internal teams to gather required documentation, complete necessary checks, and ensure compliance with regulatory requirements.
Trade Execution: Pick up client orders and work alongside Trading Desk with start to end execution, when needed. Gather and provide client feedback.
Market Colour & Trade Ideas: Prepare market commentary and trade ideas through market observation as well as working alongside research/trading/structuring desks
Client Origination: Assist Senior Sales in expanding the footprints in the institutional space in Singapore and globally
Collaboration: Work closely with internal teams to optimise systems and processes. Cooperate with global sales teams across product lines to cross-sell and maximise opportunities.
Requirements
Bachelor’s degree in Finance, Economics, Mathematics, Sciences, Engineering, or a related field is strongly preferred
Minimum 2 to 3 years of experience in client services, prime services, investment banking, or a related area is preferred
Quant experience will be an advantage
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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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
