- 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.
- 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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Skills Required
- Bachelor's degree in Finance, Economics, Mathematics, Sciences, Engineering, or related field
- Minimum 2 to 3 years of experience in client services, prime services, investment banking, or a related area
- Quantitative experience
- Excellent interpersonal and communication skills
- Detail-oriented with strong organizational skills
- Problem-solving skills with ability to analyze and resolve client issues
- Proficiency in programming
- Proficiency in Microsoft Office suite
- Ability to work effectively in a fast-paced environment, independently and as part of a team
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
