Key Areas of Responsibilities
- Work with sales trading team to service existing clients
- Proactively identify and acquire new accounts while revitalizing underperforming accounts to maximize revenue potential
- Conduct targeted prospecting to identify potential HT and LT clients
- Execute Americas HT orders (US)
- Monitor and service Americas LT orders (US)
- Develop value added, trading content for client consumption
- Distribute appropriate CLSA Research and Trading color to clients
- Collaborate with the Middle Office team to ensure timely and accurate settlement of trades, mitigating operational risks and maintaining client satisfaction.
- Partner with the Technology team to develop, streamline, and optimize desk workflows, boosting overall productivity and efficiency across the team
Requirements
- Bachelor’s degree or above in finance or other related discipline
- Minimum 1-3 years of relevant experience on a trading desk or related field
- Possess a solid working knowledge of global equity markets and related financial instruments
- Adaptable to working in a flexible, creative, and evolving environment with minimal structure
- Demonstrate strong interpersonal skills, exceptional organizational abilities, and effective problem-solving capabilities
- Exhibit a proactive, entrepreneurial mindset, with the ability to independently identify and act on opportunities to drive revenue growth
- Excellent verbal, written communication and client facing skills
- Series 7, 63 and 57 licenses are required
Salary Range: $80,000- $95,000 USD
Stay informed on CITIC CLSA Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.
Skills Required
- Bachelor's degree in finance or related discipline
- 1-3 years of relevant experience on a trading desk
- Working knowledge of global equity markets and related financial instruments
- Strong interpersonal skills and organizational abilities
- Proactive mindset to identify revenue opportunities
- Excellent verbal and written communication skills
- Series 7, 63 and 57 licenses (or willingness to obtain)
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.
-
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.
-
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.
-
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
.jpg)
