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Citi

Runs banking and payments for global clients

Director – Coverage Banker - Investment Banking

Investment BankingConfirmed live in the last 24 hours
Full-timeShanghai, ChinaNo salary listedIn-person

About the Job

Requirements

  • At least 15 years of relevant experience.
  • Experience in people management.
  • A bachelor's degree, university degree, or equivalent experience.
  • A bachelor's degree in Finance or closely related areas of Business Administration is preferred.
  • A master's degree in Business Administration is preferred.
  • Experience working at investment banking institutions.
  • Clear and concise written and verbal communication.
  • Ability to remain unbiased in a diverse working environment.
  • Series 79 and Series 63 licenses.
  • Deep sector expertise and established client relationships in one or more coverage areas relevant to the China onshore market.
  • For Technology, Media and Telecommunications coverage: a proven track record advising clients on mergers and acquisitions, equity capital markets, and strategic transactions, with strong connectivity to leading Chinese internet platforms, semiconductor, software, and new media companies; deep understanding of the regulatory landscape governing China's technology sector, including data security, variable interest entity structures, and cross-border listing considerations.
  • For Industrials coverage: experience covering China's advanced manufacturing, aerospace and defense, engineering, logistics, and industrial conglomerates, focused on domestic consolidation, outbound mergers and acquisitions, and capital raising mandates; familiarity with China's industrial policy priorities, including Made in China 2025, the dual circulation strategy, and state-owned enterprise reform.
  • For Financial Institutions Group coverage: strong relationships with Chinese banks, insurance companies, asset managers, securities firms, and fintech players, with experience advising on capital optimization, mergers and acquisitions, and regulatory-driven transactions; understanding of CBIRC and PBOC regulatory frameworks and implications for deal structuring and execution.
  • For Healthcare and Life Sciences coverage: experience across pharmaceuticals, biotechnology, medical devices, CROs/CDMOs, and hospital groups, with a strong grasp of China's healthcare reform agenda and NMPA regulatory environment; track record on healthcare IPOs, licensing deals, and cross-border partnerships involving Chinese and multinational healthcare companies.
  • For Natural Resources and Energy coverage: advisory experience in oil and gas, mining, metals, chemicals, and new energy, including solar, wind, and EV battery supply chains, with knowledge of China's energy transition policies and resource security strategy; established relationships with major Chinese state-owned energy and resources enterprises and private-sector players.
  • For Consumer and Retail coverage: deep sector knowledge across food and beverage, luxury goods, e-commerce, consumer staples, and lifestyle brands, with experience advising on brand acquisitions, retail consolidation, and cross-border consumer transactions; understanding of evolving Chinese consumer trends, domestic brand emergence, and competition between domestic and international players.
  • For Real Estate and Infrastructure coverage: experience with China's property developers, REITs, and infrastructure funds, navigating the post-deleveraging regulatory environment.
  • For Education and Government Services coverage: advisory background in the evolving regulatory landscape after the 2021 sector restructuring.
  • For Automotive and New Energy Vehicles coverage: experience covering OEMs, EV supply chains, and smart mobility companies amid China's global NEV leadership push.
  • At least 7 years of China A-share sponsor-related experience in an investment banking front-office role.
  • China sponsor representative license.
  • Familiarity with CSRC, exchange, and SAC rules.
  • Ability to secure and maintain all necessary CSRC licenses or other licenses and qualifications required to carry out securities and other regulated activities.
  • Fluency in Mandarin and English.

Responsibilities

  • Assist clients in raising funds in the capital markets and provide strategic advisory services for mergers, acquisitions, and other financial transactions in coordination with the Institutional Banking team.
  • Serve as an intermediary in trading for clients.
  • Act as a strategic advisor to clients by formulating investment strategies and raising capital.
  • Leverage investment banking or related experience to enhance mergers and acquisitions execution and capital raising capabilities, and contribute to building the firm's franchise.
  • Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals.
  • Ensure proposed client solutions meet or exceed internal risk and return standards, including ethical standards.
  • Anticipate future changes in the marketplace.
  • Identify and anticipate risks, including industry, portfolio, diversification, sovereign, commercial, and currency risks.
  • Mentor junior bankers and execute staffing models that support business needs and junior staff career trajectories.
  • Build client relationships by providing sophisticated financial solutions tailored to client needs and acting as a content provider on market trends.
  • Serve as the expert on regulatory, financial, and complex strategic issues relating to corporate finance transactions.
  • Assess risk in business decisions, safeguard the firm's reputation and its clients and assets, drive compliance with applicable laws, rules, and regulations, adhere to policy, apply sound ethical judgment in personal behavior, conduct, and business practices, and transparently escalate, manage, and report control issues.

Desired Qualifications

  • Preference for Hong Kong SFC Type 6 licenses or qualifications.

About the Company

Citi

Runs banking and payments for global clients

Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1812

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