Senior Manager, Marketing & Development, Wealth Management

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Hong Kong
Fintech • Payments • Financial Services
The Role

Position Description

The candidate will be responsible to formulate marketing strategies to drive business growth for the Wealth Management Business of CITIC Securities Brokerage (Hong Kong) Limited.

The candidate will also act as coordinator and project teammate to consolidate requests / feedback from all business units and make suggestions to management.

Key Areas of Responsibilities

  • Formulate marketing strategies to drive business growth for the Wealth Management Business within a limited budget.

  • Develop and implement a comprehensive marketing function to execute a wide range of marketing activities and programs.

  • Manage end-to-end event logistics, including venue selection, vendor management, budgeting, timeline development, and on-site coordination.

  • Create and implement digital marketing solutions, including engaging and compelling content for websites, social media, search engines, key opinion leaders (KOLs), forums, and apps to support sales and promotion campaigns.

  • Manage, prepare, and update corporate marketing materials such as eDMs, brochures, newsletters, product catalogs, press releases, and client notices.

  • Conduct marketing research and analysis to monitor the effectiveness of campaigns

  • Communicate on a daily basis with partners, editors, agencies, and production houses to achieve desired outcomes.

  • Stay updated on new financial products, global market trends, and competitors' marketing dynamics.

  • Act as a coordinator and project teammate for all business units, consolidating requests and feedback and providing suggestions to senior management.

  • Participate in ad hoc assignments and projects.

Requirements

  • Degree holder in Marketing, Business, Communications, or related disciplines. With 8+ years' relevant experience, preferably in the financial industry or brokerage/securities firm.

  • Experience in Strategic Marketing Planning in a large corporation is a definite advantage.

  • Experience in website revamp/promotion on WeChat or familiarity with PRC media is preferred.

  • Experience in event planning or event coordination in a corporate environment is preferred.

  • Excellent marketing sense and project management skills.

  • Strong interpersonal, communication, presentation, and analytical skills.

  • Able to work under pressure and meet tight deadlines.

  • Good command of written and spoken English, Cantonese, and Mandarin.

  • Strong PC knowledge, proficient in MS Office, PowerPoint, graphic design tools such as Photoshop & Illustrator, and web-based applications is preferable.

  • Candidates with less experience will be considered for the Manager position.

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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

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The Company
HQ: Hong Kong
2,160 Employees
Year Founded: 1986

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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