CITIC CLSA

Asia-focused capital markets and investment group

Associate Director - Institutional Equity Sales, Sales

Sales & TradingConfirmed live in the last 24 hours

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

A bachelor's degree or above in Finance or a related discipline.
Five to ten years of institutional equity sales or prime brokerage sales experience.
Strong client development skills.
Excellent attention to detail and communication skills.
Ability to multitask and adapt to various requests and deadlines.
Proficiency in spoken and written English and Mandarin.
A university degree, preferably in Business Administration, Banking, Finance, Accounting, Engineering, or a related field.
Securities and Futures Commission Type 1 license and knowledge of local regulatory and compliance requirements.

Responsibilities

Deepen existing client relationships, develop new clients, and bring incremental revenue to the platform.
Follow up on new account opening processes, address client requests and inquiries, manage daily operational tasks, and ensure timely execution of activities.
Attend morning meetings and conduct daily advisory coverage for institutional clients, including roadshows, tours, and webinars.
Maintain a comprehensive understanding of the company's cross-asset products and provide tailored solutions based on clients' specific needs.
Engage in internal and external business development activities, identify innovative and trending financial products, and raise requests to the product team.
Contribute to increasing company brand and product awareness among clients and expanding market share and penetration.
Manage ad hoc projects as needed.

Desired Qualifications

Candidates with existing client resources, especially international limited partners and hedge funds, are preferred.
Idea- and content-driven sales experience is preferred.
Experience in global account management is preferred.

Key Areas of Responsibilities

Responsible for deepening existing client relationship, as well as developing new clients and bring incremental revenue to the platform
Follow up new account opening process, address client requests and inquiries, manage daily operational tasks, and ensure timely execution of all activities.
Attend morning meetings and conduct daily advisory coverage for institutional clients including roadshows, tours and webinars
Have a comprehensive understanding of various cross assets products offered by the company and be able to provide tailored solutions based on the specific needs of clients.
Engage in internal and external business development activities, identify innovative and trending financial products, and raise requests to the product team.
Demonstrate strong integrity, a sense of compliance, and a willingness to learn and grow
Contribute to increasing the company’s brand and product awareness among various clients, as well as expanding market share and penetration
Manage ad-hoc projects as needed.

Requirements

Bachelor's degree above in Finance or related discipline
5-10 years of Institutional Equity sales/Prime brokerage sales experience
Strong client development skills. Candidates with existing client resources, especially international LO & HF, are preferred.
Idea & content driven sales are preferred.
Experienced in global account management are preferred
Excellent attention to detail and exceptional communication skills.
Ability to multitask and adapt to various requests and deadlines.
Proficient in both spoken and written English and Mandarin.
University degree holder preferably in Business Administration, Banking, Finance, Accounting, Engineering or a related field.
SFC licensed with Type 1, knowledgeable about local regulatory and compliance requirements.

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About the Company

CITIC CLSA

Asia-focused capital markets and investment group

CITIC CLSA provides capital markets and investment services in Asia and beyond, supporting global institutional investors, corporations, governments, and high-net-worth individuals. The company uses its award-winning research, extensive Asia network, and direct links to China to help clients access and invest in Asian markets. Its team operates across 13 countries in Asia, Australia, Europe, and the Americas, combining local knowledge with international reach. This mix helps clients execute deals, conduct in-depth market analysis, and grow their investment portfolios through China and Asia-focused opportunities. What sets CITIC CLSA apart is its deep regional network and China connections, which contrast with broader global banks and smaller regional firms. The goal is to enable clients to grow by leveraging Asia’s markets and China’s opportunities through expert advisory, research, and execution across the globe.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: $834.9M
Headquarters: Central and Western District, Hong Kong
Founded: 1986

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