Key Areas of Responsibilities
Accurately execute client trading instructions in a timely manner, ensuring compliance with market regulations and internal policies.
Manage margin calls and execure forced liquidations efficiently, minimizing risk exposure in accordance with the approved company policies and procedures.
Develop and implement effective sales and marketing strategies to grow the client base and increase revenues.
Serve as a liaison between clients and internal teams to address inquires, resolve issues, and ensure seamless service delivery.
Build and maintain strong client relationships, proactively identifying opportunities to enhance satisfaction and loyalty to meet their evolving needs.
Monitor market movements and provide insights to clients to support informed decision-making.
Support compliance, audit and risk management initiatives related to futures trading activities.
Assist in the development of new trading products and client solutions.
Requirements
Bachelor's degree in finance, economics, business administration, accounting, statistics or a related field preferred.
3+ years of experience in futures trading and clearing, with a strong understanding of market regulations and industry practices.
Possess CMFAS modules RES2A(formally known as 2A), CM-SIP(formally known as 6A).
Excellent knowledge of margin call procedures and forced liquidation processes.
Demonstrated ability to execute trading instructions accurately and efficiently.
Strong sales and marketing skills in developing and implementing successful strategies.
Exceptional communication and interpersonal skills to effectively collaborate with clients and internal stakeholders.
Ability to coordinate and prioritize tasks effectively, ensuring timely resolution of client queries and issues.
Strong problem-solving and decision-making abilities, with a proactive approach to resolving complex issues.
Sound knowledge of financial products, derivatives, and risk management principles.
Proficiency in relevant software and trading platforms.
Fluency in written and spoken English and Mandarin to communicate with Chinese clients and internal stakeholders
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Skills Required
- Bachelor's degree in finance, economics, business administration, accounting, statistics or a related field
- 3+ years of experience in futures trading and clearing
- Possess CMFAS modules RES2A, CM-SIP
- Excellent knowledge of margin call procedures and forced liquidation processes
- Strong sales and marketing skills
- Exceptional communication skills in English and Mandarin
- Proficiency in relevant software and trading platforms
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
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