Position Description
This position is responsible for independently expanding and managing client relationships, delivering a full spectrum of private wealth management services to External Asset Managers (EAMs) and Introducing Broker (IB) institutional clients. The role focuses on increasing AUM, driving revenue growth, and enhancing market presence through proactive business development and exceptional client service.
Key Areas of Responsibilities
Develop and maintain strong client relationships with EAM, IB, HNW and corporate clients to acquire new business and grow AUM.
Provide execution services across equities, fixed income, OTC derivatives, mutual funds, alternative investments, and structured products.
Identify and present new investment opportunities, review portfolios and post trade performance, and offer tailored ideas and market insights in collaboration with product teams.
Lead client onboarding, including KYC, CDD, AML reviews, and account opening; ensure compliance and timely updates of client profiles.
Work closely with dealing, product, compliance, and IT teams to optimize workflows and support operational enhancements.
Requirements
Degree or above in Economics, Finance, or related discipline, with at least 5 years’ experience in wealth management, private banking, or securities brokerage.
Established client base with proven track record in sourcing, onboarding, and growing relationships to increase AUM and revenue.
Strong knowledge of global financial markets, investment products, and wealth planning strategies (structured products experience preferred).
Results driven, proactive, and able to perform under pressure in a fast paced environment.
Excellent communication and relationship building skills with internal and external stakeholders.
Fluent in English and Putonghua; Cantonese is an advantage.
High integrity, strong compliance awareness, and commitment to professional growth.
Good command of written and spoken English, Cantonese and Mandarin
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Skills Required
- Degree or above in Economics, Finance, or related discipline
- At least 5 years' experience in wealth management, private banking, or securities brokerage
- Established client base with proven track record in sourcing and growing relationships
- Strong knowledge of global financial markets and investment products
- Fluent in English and Putonghua; Cantonese is an advantage
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
